Account Type****** *****Account Owner*** ******Account Opps/Deals**** *******Closed Won • Mar 25**K $Closed
*** ***Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
DevyceChief Financial OfficerMar 21 - PresentWaverton Investment ManagementDirector and Head of Business DevelopmentJun 07- Dec 22Merrill LynchVice President Private BankingJan 04- Jan 07