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
Choate Hall Stewart LlpTrust AdvisorJul 23 - PresentPrivate Family OfficeTrust AdministratorApr 22- Jul 23Bank Of America Private BankTrust Senior AssociateSep 17- Apr 22
Julia Sylvia MeierSenior Sales Director Mid MarketView Profile, Julia Sylvia MeierRich JonesTeam Lead And Senior Account ExecutiveView Profile, Rich JonesLeonardo RibeiroLATAM Public Bid LeadView Profile, Leonardo Ribeiro