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
Udit SinghEIR Founding TeamView Profile, Udit SinghStephanie FrancoSr Vice Preseident Of Estate Administration Planned GivingView Profile, Stephanie FrancoKelly CoffeyCEO City National Entertainment Private Banking And Wealth ManagementView Profile, Kelly Coffey