Account Type***** ********Account Owner******** *******Account Opps/Deals**** ****Closed Won • Oct 24****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Swiss Life SelectPrivate Wealth AdvisorNov 22 - PresentKarntner Sparkasse AgSenior Private BankerSep 12- Nov 22Zurcher Kantonalbank Osterreich AgSenior Private BankerSep 10- Jul 12
Ricky RobinsonCo Owner CEOView Profile, ricky robinsonChad CaswellChief Executive OfficerView Profile, chad caswellKeith TraweekCEO FounderView Profile, keith traweek