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
Efg InternationalCEOJan 19- Dec 23BarclaysChief Operating Officer Wealth and InvestmentsJan 17- Jan 19Barclays Wealth ManagementChief Operating Officer UK Private BankNov 08- Jan 17
Kate McphersonDirector Client SuccessView Profile, Kate McphersonMeg PalazzoloHead Of Customer Success Operations Founding MemberView Profile, Meg PalazzoloMeral KarmazinHead Of Presale And Partner SuccessView Profile, Meral Karmazin