Account Type*** ******Account Owner**** ****Account Opps/Deals******** ******Closed Won • Aug 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
Derek FordDirector Of Risk For The Costco PortfolioView Profile, derek fordBrijesh Bharatiya FccaHead Of FinanceView Profile, brijesh bharatiya fccaScott WilsonDirector Wealth Management And Relationship ConsultingView Profile, scott wilson