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
Choate Hall Stewart LlpEquity Partner, Wealth Management Group, Choate, Hall & Stewart LLPJun 23 - PresentRopes Gray LlpTrusts & Estates LawyerSep 03- Jun 23
Clay HobbsSenior AccountantView Profile, Clay HobbsMaximilian LawsonCapital MarketsView Profile, Maximilian LawsonBlake PavlikSenior Manager FP AView Profile, Blake Pavlik