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
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
Vinnie SGlobal Practice Group Leader Operations FinanceView Profile, Vinnie SPj AlfrejdChief Financial OfficerView Profile, Pj AlfrejdScott WeislowVice President Enterprise Risk ManagementView Profile, Scott Weislow