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
BalentineSenior Relationship Associate, Multi-Family Office Team LeadOct 22 - PresentSignaturefdClient Care AssociateJun 21- Sep 22Homrich BergClient Care CoordinatorApr 19- Jun 21
Meghan StilwellInsurance SpecialistView Profile, Meghan StilwellHerve CamusCEO FounderView Profile, Herve CamusDean HaleSolutions Web And AcademicView Profile, Dean Hale