Account Type******* *****Account Owner****** ***Account Opps/Deals***** ****Closed Won • Dec 24***K $Closed
******** *******Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
EySenior Advisor-Family Businesses & Succession Planning Jan 24 - PresentGoldfarb Gross SeligmanSpecial CounselJan 01 - PresentMul T LockGeneral CounselApr 84- Sep 86
Zachary KeepManager Compliance RiskView Profile, zachary keepRobert FriedmanOf CounselView Profile, robert friedmanBrianna PrinceCommercial CounselView Profile, brianna prince