Account Type***** ***Account Owner**** ******Account Opps/Deals***** ******Closed Won • Nov 24***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
Marcin MalmonAssociate DirectorView Profile, marcin malmonElaine HeHead Of Accounting And OperationsView Profile, elaine heJeremy LeboffPartner Of Strategic Planning Financial Forecasting Workshop Facilitation BI Data VizView Profile, jeremy leboff