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
ChiefMemberDec 23 - PresentNixon Peabody LlpChief Fiduciary OfficerAug 22 - PresentObrien Wealth Partners LlcSenior AdvisorMar 21- Aug 22
Linda ContrerasManager Title ServicesView Profile, linda contrerasJason DukeFounder Chief Tea BoyView Profile, jason dukeFatima SyedInternView Profile, fatima syed