Account Type***** *******Account Owner***** *****Account Opps/Deals*** ********Closed Won • Jan 25**K $Closed
******* *******Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Holland Knight LlpPrivate Wealth Family Fiduciary Services DirectorApr 18 - PresentChoate Hall Stewart LlpEstate and Probate AdministratorOct 15- Apr 18Holland Knight LlpTrust and Estate ParalegalAug 11- Oct 15
Mark WatfordChief Financial OfficerView Profile, Mark WatfordNick VermaVice President Finance And AdministrationView Profile, Nick VermaNick RoseChief Financial OfficerView Profile, Nick Rose