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
BalentineSenior Relationship Associate, Multi-Family Office Team LeadOct 22 - PresentSignaturefdClient Care AssociateJun 21- Sep 22Homrich BergClient Care CoordinatorApr 19- Jun 21
Jordan CoxSenior Manager Technical Solutions And ImplementationView Profile, jordan coxTrish BlasiAdvisory Board MemberView Profile, trish blasiMichele PfeiferSVP Manager Performance Learning ResourcesView Profile, michele pfeifer