Account Type******** ******Account Owner***** ***Account Opps/Deals*** *****Closed Won • Aug 24**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
NabuManaging PartnerOct 13 - PresentChamberlain Group Financial ServicesChief Operating Officer & Executive AdvisorJan 14- Dec 15BnySenior Director & FVP - Family OfficeNov 06- Aug 13
Bernhard TraunerVP Of FinanceView Profile, bernhard traunerCesar TaverasSenior Private BankerView Profile, cesar taverasJosh BurnsSVP FinanceView Profile, josh burns