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
Foundation SourceSenior Private Client AdvisorOct 17 - PresentCt State Naugatuck ValleyAdjunct InstructorOct 15- May 17
Claire Cossar FccaSenior FP A Analyst ITV Studios UKView Profile, Claire Cossar FccaJennifer WilliamsSenior Client Services ManagerView Profile, Jennifer WilliamsRichie BrodskySenior ManagerView Profile, Richie Brodsky