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
Fox RothschildAssociate, Taxation and Wealth PlanningSep 24 - PresentKatten Muchin Rosenman LlpAssociate, Private Wealth Nov 22- Sep 24Cuddy Feder LlpTrusts, Estates,+ Elder Law Associate AttorneyOct 21- Nov 22
Sharon ZuluetaFinancial Client Relations AssociateView Profile, sharon zuluetaEvan WilliamsDirector Of Finance OperationsView Profile, evan williamsMatthew KnapkeSenior Director FinanceView Profile, matthew knapke