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
Whittier Trust CompanyClient Advisor, Philanthropic ServicesJan 24 - PresentLido Advisors LlcVice President; Wealth Manager, Senior Philanthropic AdvisorJan 22- Nov 23Merrill LynchFinancial Advisor, Private WealthMay 19- Dec 21
Denyse PooleOperations Manager Group Benefits Client Care CentreView Profile, denyse pooleDana WoodsCustomer Service LeadView Profile, dana woodsLena FreimarkSenior Product Support EngineerView Profile, lena freimark