Account Type****** ********Account Owner****** ******Account Opps/Deals***** ******Closed Won • Nov 24****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
Omar KabboutGeneral Manager Business Development And StrategyView Profile, omar kabboutEmily SargentChief Of Staff Director Of StrategyView Profile, emily sargentKourtney Nelson BernardManaging Director Strategic GrowthView Profile, kourtney nelson bernard