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
Focus Partners WealthManaging Director of Colony Wealth Management | Principal & Senior Financial CounselorOct 13 - PresentNixon Peabody LlpAssociateApr 07- Nov 08Paul Weiss Rifkind Wharton Garrison LlpStaff AttorneyJan 05- Jan 07
Vivek TolatChief Investment Officer Head Of Family Office InvestmentsView Profile, Vivek TolatJoe RobertsRetired Executive Vice President Financial AdvisorView Profile, Joe RobertsAlla SorochinskyChief Financial OfficerView Profile, Alla Sorochinsky