Account Type***** ***Account Owner******** ******Account Opps/Deals***** ******Closed Won • Jan 25****K $Closed
**** ********Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Step Advising Families Across GenerationsChief Executive STEPJan 19 - PresentInternational Valuation Standards Council IvscAdvisory Forum Working Group memberJan 17- Dec 18RicsRegional Managing Director, EMEAFeb 11- Dec 18
John HeltzelManaging PartnerView Profile, John HeltzelGigi Levy WeissGeneral PartnerView Profile, Gigi Levy WeissVictor Vic BakerFounder And CEOView Profile, Victor Vic Baker