Account Type******* ******Account Owner***** ******Account Opps/Deals***** *****Closed Won • Oct 24**K $Closed
****** ***Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Fiduciary Trust CompanyVice PresidentAug 24 - PresentBernstein Private Wealth ManagementPrivate Wealth AdvisorDec 20- Aug 24Natixis Investment ManagersManaging Regional DirectorFeb 11- Dec 20
Kimberly FanelliPartnerView Profile, kimberly fanelliMatt PalackdharryFounderView Profile, matt palackdharryKen LempitPresident And Chief Business BuilderView Profile, ken lempit