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
J Safra SarasinExecutive Director, Global Key ClientsFeb 21 - PresentExcaliber CapitalMulti Family officeJul 08- Jul 10
Felipe ZarateChief Revenue Officer CROView Profile, Felipe ZarateJoey BarryVice President Western USView Profile, Joey BarryCasey NepExecutive ProducerView Profile, Casey Nep