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
MyvestChief Financial OfficerJun 18 - PresentShorenstein Realty ServicesChief Administrative Officer - Private Equity | Real Estate Investment Management Apr 13- Feb 17Galiam Capital LlcChief Financial Officer & Chief Operating Officer - Global Quantitative Fund | Hedge FundApr 11- Feb 13
Christopher WhiteDirector Of Capital MarketsView Profile, Christopher WhiteEthan KutnerSr Director Of FP AView Profile, Ethan KutnerJeffrey G HumbertCNB Wealth Management Vice President Senior Financial Advisor Team LeaderView Profile, Jeffrey G Humbert