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
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
Roy SegalFinance ManagerView Profile, Roy SegalZoe WardAccount AdministratorView Profile, Zoe WardJean KrollCredit ConsultantView Profile, Jean Kroll