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
CitiFamily Office Group, Head of the AmericasMay 24 - PresentUbsExecutive DirectorFeb 20- May 24Goldman SachsVice PresidentMar 11- Feb 20
Aseem AnandCEO Co FounderView Profile, Aseem AnandJosh KopelmanFounder And PartnerView Profile, Josh KopelmanNorman EisenChief Executive OfficerView Profile, Norman Eisen