Account Type**** ********Account Owner******** ******Account Opps/Deals*** ******Closed Won • Nov 24**K $Closed
***** *******Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Smartgen Wealth ManagementManaging PartnerJan 19 - PresentEdmond De RothschildInvestment committee memberJan 19- Jan 22J Safra SarasinManaging DirectorJan 17- Jan 19
Patrick SmithChief Executive OfficerView Profile, patrick smithOmer FarkashCo Founder COOView Profile, omer farkashRichard HCo FounderView Profile, richard h.