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
Choate Hall Stewart LlpTrust AdvisorJul 23 - PresentPrivate Family OfficeTrust AdministratorApr 22- Jul 23Bank Of America Private BankTrust Senior AssociateSep 17- Apr 22
Daniel MillerView Profile, daniel millerKartik MundraTeam LeaderView Profile, kartik mundraGreg LitvakPrincipalView Profile, greg litvak