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
Procopio Cory Hargreaves Savitch LlpPartner - Private Client ServicesMar 21 - PresentBclpSenior Associate - Private Client ServicesDec 14- Mar 21U S TrustWealth Strategies AnalystAug 10- Jan 13
Sue GottContact Center Team LeadView Profile, Sue GottKelly QuinnSenior Manager Merchant SupportView Profile, Kelly QuinnMarta VMANAGER CLIENT DATA SERVICEView Profile, Marta V