Account Type***** ******Account Owner****** *****Account Opps/Deals******** ***Closed Won • Mar 25****K $Closed
***** *******Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
UsaaVice President, Investment OperationsJan 90 - PresentEyConsultant / Senior Consultant / ManagerJun 84- Jan 90
Kelly BatstoneExecutive Director Of Donor Relations And StewardshipView Profile, Kelly BatstoneBen BarrettAVP Branch Manager Home Loan AdvisorView Profile, Ben BarrettMichael Haber JdManaging Director Of Colony Wealth Management Principal Senior Financial CounselorView Profile, Michael Haber Jd