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
Copia Wealth StudiosHead of Client SuccessAug 23 - PresentBernstein Private Wealth ManagementVice President/Director, UHNW ServicesFeb 14- Jul 23
Renee MartinezSenior Director Of Enrollment SupportView Profile, renee martinezGeoff SchenkelSenior Director Client Technology ServicesView Profile, geoff schenkelRodney HassardHead Of UC ExperiencesView Profile, rodney hassard