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
Pictet Wealth ManagementHead of Wealth Planning UKJun 15 - PresentRhone TrustWealth PlannerJan 11- May 15Lenz StaehelinSenior Associate Private ClientMar 06- Dec 10
Kristina Thomsen HallCFOView Profile, Kristina Thomsen HallKyle SimianaFinancial ControllerView Profile, Kyle SimianaAshley SaulpaughDirector InvestmentsView Profile, Ashley Saulpaugh