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
GlenmedeWealth Planner, Vice PresidentMay 17 - PresentErie Insurance GroupIntern II, InvestmentMay 16- Aug 16Northwest BankIntern, Retail BankingJun 15- Aug 15
Nancy TidwellSVP Financial AdvisorView Profile, nancy tidwellHeinrich LucknerHead Of Corporate InvestmentsView Profile, heinrich lucknerMarc FeliuChief Financial Officer Insights EMEAView Profile, marc feliu