Account Type**** *****Account Owner******* *******Account Opps/Deals******* ****Closed Won • Oct 24**K $Closed
****** *******Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Edmond De RothschildClient Relationship ManagerApr 16 - PresentUbsAdvisor and desk headJan 07- Apr 16
Jason RuenCustomer Success Manager IIView Profile, jason ruenCat DraperClient Service Manager And Investor Relations AssociateView Profile, cat draperBrianna BOnboarding SpecialistView Profile, brianna b.