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
Family OfficeChief Operating OfficerOct 13 - PresentKayne AndersonSenior Accountant, Management CompaniesJul 12- Aug 13Rothstein KassAccount Manager, Family Office GroupOct 08- Jul 12
Emma CarrickChief Operating OfficerView Profile, emma carrickAlan MoralesCo FounderView Profile, alan moralesNajee McgreenChief Executive OfficerView Profile, najee mcgreen