Account Type******** ***Account Owner******** ********Account Opps/Deals*** ***Closed Won • Feb 25***K $Closed
**** ****Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Wealth DynamixChief Strategy OfficerFeb 23 - PresentDavies Consulting DivisionPrincipal Consultant - Wealth Management & Private BankingJul 21- Feb 23Wealth DynamixHead of StrategyJan 14- Aug 20
Gunil ChungVP Enterprise Strategy And Executive ProgramsView Profile, Gunil ChungNoah MeltzerVice PresidentView Profile, Noah MeltzerAndrea HefflerVice PresidentView Profile, Andrea Heffler