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
Force Family OfficeClient Success ManagerJul 24 - PresentMarcus Evans GroupClient Service ManagementOct 23 - PresentThe Family Office GroupDiligence Manager- Private MarketsFeb 21- May 22
Kevin HernCustomer Success ManagerView Profile, Kevin HernKaren HuangSenior Platform SupportView Profile, Karen HuangAngela ChuppCX ConsultantView Profile, Angela Chupp