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
IcapitalSenior Vice PresidentNov 24 - PresentAsset VantageManaging DirectorSep 17 - PresentSei Family Office ServicesManaging Director, Institutional RelationshipsAug 16- Aug 17
Scott ErwinDynamic SchedulingView Profile, Scott ErwinYuval BargilView Profile, Yuval BargilChelsey GregoryActivities DirectorView Profile, Chelsey Gregory