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
CaptrustPrincipal - Financial AdvisorOct 19 - PresentBoston AdvisorsSenior Vice President - Portfolio ManagerJul 07- Oct 19Rockland TrustVice President - Portfolio ManagerJan 00- Jul 07
Kathy CuffAccountantView Profile, kathy cuffMarta KowalskaInvestment DirectorView Profile, marta kowalskaGeanina BozsitzDirector Of Finance And AdministrationView Profile, geanina bozsitz