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
Estatewise Advisory LlcEstate Planning Attorney and OwnerJun 22 - PresentConn KavanaughEstate Planning and Probate PartnerJan 19- May 22Ruberto Israel Weiner P CTrusts & Estates AttorneyJun 15- Apr 16
Dave MarleySenior CounselView Profile, Dave MarleyTony MartinezEmployment CounselView Profile, Tony MartinezNoa Weyl 🎗️General CounselView Profile, Noa Weyl 🎗️