Account Type***** *******Account Owner****** *******Account Opps/Deals**** ********Closed Won • Feb 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
Andrea Dolnik WagnerDirector Customer ExperienceView Profile, Andrea Dolnik WagnerSean HesterDirector Senior Client Service SpecialistView Profile, Sean HesterTroy WagnerDirector Of Technical Account ManagementView Profile, Troy Wagner