Account Type******* ********Account Owner**** ********Account Opps/Deals******** ***Closed Won • Oct 24****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
Neha PatelAccountingView Profile, neha patelParker CatlettInvestorView Profile, parker catlettJackson MclainFinancial RepresentativeView Profile, jackson mclain