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
Canoe IntelligenceRelationship ManagerFeb 23 - PresentEvercore Wealth Management LlcWealth & Fiduciary AdvisorOct 22- Feb 23Jordan Park GroupClient ServiceAug 21- Oct 22
Luke AdamsPrincipal Business Development Representative Public SectorView Profile, luke adamsErica BriscoeAccount ManagerView Profile, erica briscoeGioana PrietoSales Operations AnalystView Profile, gioana prieto