Account Type******* *******Account Owner****** ********Account Opps/Deals*** ****Closed Won • Feb 25***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
Jackson StithCo FounderView Profile, Jackson StithKris ChewChief Executive OfficerView Profile, Kris ChewNat BurgessManaging PartnerView Profile, Nat Burgess