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
Cerity PartnersSenior Associate | Wealth PlannerMar 23 - PresentSvb PrivateVice President IFeb 23- Mar 23
Mike BalichCorporate Finance ManagerView Profile, Mike BalichNeil GrindrodFinance DirectorView Profile, Neil GrindrodClay CrevasseAssociateView Profile, Clay Crevasse