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
Iconiq CapitalSenior Vice President, Financial AdvisoryJul 17 - PresentGoldman Sachs AycoAnalystApr 15- May 17Morgan StanleyInstitutional Consulting Analyst - Graystone ConsultingJun 12- Mar 15
Jason KatzChief Financial OfficerView Profile, Jason KatzMason SagerSenior Vice President UBS Corporate Cash Management Group Portfolio ManagerView Profile, Mason SagerNiels BoonManaging Director Chief Financial OfficerView Profile, Niels Boon