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
Cibc Private Wealth UsSenior Managing DirectorSep 23 - PresentFirst RepublicManaging DirectorJun 22 - PresentFieldpoint PrivateManaging DirectorJan 21- Jun 22
Tatiana Jimenez CardenasCo FounderView Profile, tatiana jimenez cardenasLior SimonGeneral PartnerView Profile, lior simonFranziska SennOwnerView Profile, franziska senn