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
Daniel GottliebSenior Vice President Global Family Office Outsourced Chief Investment OfficerView Profile, daniel gottliebNeil MurphyChief Financial OfficerView Profile, neil murphySydney LeavensVP Of Tax StructuringView Profile, sydney leavens