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
CitiDirector, Wealth PlannerJan 25 - PresentMeltzer Lippe Goldstein Breitstone LlpTrusts & Estates AssociateMay 21- Jul 24Bilzin SumbergTrusts & Estates AssociateSep 18- Apr 21
Jacqueline Symes HoneysettSr Director Of Finance Enterprise OperationsView Profile, Jacqueline Symes HoneysettMorgan GantDirector Of UnderwritingView Profile, Morgan GantThomas OmahonySenior Investment Director Capital Markets ResearchView Profile, Thomas Omahony