Account Type****** ****Account Owner*** ****Account Opps/Deals******** *******Closed Won • Jan 25****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
The Story MuseumChair of the Board of TrusteesJan 25 - PresentIndependent AgeDirector of Influencing and EngagementJan 20- Feb 25The Living RoomTrusteeSep 17- Aug 22
Ami BrennerVice President Wealth TransferView Profile, Ami BrennerDavid BartlettChief Financial OfficerView Profile, David BartlettKevin WhiteChief Investment OfficerView Profile, Kevin White