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
Hargrove Firm LlpAdvanced Estate Planning AttorneySep 24 - PresentAltfest Personal Wealth ManagementSenior Financial Planning & Estate SpecialistOct 22- Aug 24Commonwealth Financial NetworkAdvanced Planning ConsultantMay 19- Sep 22
Michael DamnitzGroup General CounselView Profile, Michael DamnitzPrincess Anne GLegal AnnotatorView Profile, Princess Anne GKen BriggsAssistant General CounselView Profile, Ken Briggs