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
Louisiana State UniversityMBA - Finance CandidateFeb 25 - PresentWhittier Trust CompanyClient Advisor, Philanthropic ServicesJan 24 - PresentLido Advisors LlcVice President; Wealth Manager, Senior Philanthropic AdvisorJan 22- Nov 23
Geoffrey FarellaDirector Of Customer SupportView Profile, Geoffrey FarellaMargarita CorchadoCustomer ConsultantView Profile, Margarita CorchadoJo CollinsMembership Services ManagerView Profile, Jo Collins