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
Cohen CoManager, Cohen & Co Jun 24 - PresentPlante MoranManager, Plante Moran Financial AdvisorsAug 18- Jun 24
Edouard BenroubiSenior Manager Digital Strategy Private BankingView Profile, Edouard BenroubiPamela BishoppSenior Principal Business Architect TransformationView Profile, Pamela BishoppNephi HirtSEC Business Deployment Lead GlobalView Profile, Nephi Hirt