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
Copia Wealth StudiosHead of Client SuccessAug 23 - PresentBernstein Private Wealth ManagementVice President/Director, UHNW ServicesFeb 14- Jul 23
Justin Kai OssolaSenior Engagement DirectorView Profile, Justin Kai OssolaWade EsauDirector Technical Services Customer ExperienceView Profile, Wade EsauTrevor CairnsDirector Of Account EnablementView Profile, Trevor Cairns