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
IcapitalSenior Vice PresidentNov 24 - PresentAsset VantageManaging DirectorSep 17 - PresentSei Family Office ServicesManaging Director, Institutional RelationshipsAug 16- Aug 17
Piero SalemeSilent PartnerView Profile, piero salemeLisa HarmanInternshipView Profile, lisa harmanJanet LeungExecutive AssistantView Profile, janet leung