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
Wealth DynamixChief Strategy OfficerFeb 23 - PresentDavies Consulting DivisionPrincipal Consultant - Wealth Management & Private BankingJul 21- Feb 23Wealth DynamixHead of StrategyJan 14- Aug 20
Cristin ChaoBoard Of Directors PresidentView Profile, Cristin ChaoLiz VreelandPresidential Director AmbassadorView Profile, Liz VreelandJosh MathewVice President Franchise Portfolio Leader Oncology InstitutionalView Profile, Josh Mathew