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
Naomi HallPrincipal ConsultantView Profile, Naomi HallMichelle MaceachernSenior Manager Portfolio ManagementView Profile, Michelle MaceachernKristen OliveriSenior Family Office Advisor And Co Chair SFO Executive Advisory BoardView Profile, Kristen Oliveri