Account Type****** ****Account Owner**** *****Account Opps/Deals****** ******Closed Won • Mar 25****K $Closed
*** ********Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Diversified TrustInvestment OperationsApr 15 - PresentIndependence Trust CompanyOperations SpecialistOct 03- Apr 15
John MurphyWealth Management AdvisorView Profile, John MurphyPatrick CrowleyDirector Of FP AView Profile, Patrick CrowleyEllen JohansonAnnual Fund ManagerView Profile, Ellen Johanson