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
NutterOf Counsel - Trusts and EstatesJul 23 - PresentFidelity InvestmentsVice President, Advanced PlannerSep 20- Jun 23Choate Hall Stewart LlpAttorney - Wealth ManagementJan 19- Sep 20
Smadar Hayat KaplanLegal ManagerView Profile, Smadar Hayat KaplanKeren Shav ArtzaTax LawyerView Profile, Keren Shav ArtzaChristopher HefleyCEO Managing AttorneyView Profile, Christopher Hefley