Account Type*** ********Account Owner**** ********Account Opps/Deals******* ***Closed Won • Nov 24****K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
GlenmedeWealth PlannerMay 15 - PresentWells FargoVP, Financial PlannerJul 07- May 15VanguardFinancial PlannerSep 96- Jul 07
William BoswellWealth PlannerView Profile, william boswellCasey HaydenWealth Investment AdvisorView Profile, casey haydenYoav ShwartzPartner International And Transaction TaxView Profile, yoav shwartz