Account Type*** ********Account Owner*** ********Account Opps/Deals****** ****Closed Won • Jan 25**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Tilney GroupDirector, Investment Management, UHNW Private ClientsOct 18 - PresentRbc Wealth ManagementPortfolio ManagerOct 02- Jul 09Merrill LynchDirectorSep 99- Sep 02
Alex KoulaouzosAPAC Regional Franchise DirectorView Profile, Alex KoulaouzosJason GradySales DirectorView Profile, Jason GradyOlivier VernusGlobal Director Prestige Sales MarketingView Profile, Olivier Vernus