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
Morgan StanleyExecutive Director, Institutional Consulting SolutionsMar 21 - PresentMercerUS Wealth Communications LeaderNov 17- Mar 21J O Hambro Capital ManagementU.S. Marketing ManagerJul 16- Nov 17
Curt MastioFounderView Profile, Curt MastioSara BaconFounderView Profile, Sara BaconNathan JohnstonPresidentView Profile, Nathan Johnston