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
Iconiq CapitalSenior Vice President, Financial AdvisoryJul 17 - PresentGoldman Sachs AycoAnalystApr 15- May 17Morgan StanleyInstitutional Consulting Analyst - Graystone ConsultingJun 12- Mar 15
Will RobalinoChief Financial OfficerView Profile, Will RobalinoBenedicte FrewChief Of Staff Money BusinessView Profile, Benedicte FrewRachel WatkinsWealth Management Trust SVP Area ManagerView Profile, Rachel Watkins