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
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
Jonathan CangsonSenior Customer SupportView Profile, Jonathan CangsonPreeti RaniClient Support Services Manager ApacView Profile, Preeti RaniAmartya BanerjeeDirector Global Customer SupportView Profile, Amartya Banerjee