Account Type******* *******Account Owner******** ********Account Opps/Deals******* *******Closed Won • Dec 24**K $Closed
****** ********Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Nixon Peabody LlpTrust AdvisorMar 24 - PresentChoate Hall Stewart LlpTrust AdvisorNov 21- Mar 24Bernstein Private Wealth ManagementPrivate Client Services ManagerOct 15- Nov 21
Daniel Ben IshaiDirector Of SalesView Profile, daniel ben-ishaiCarleigh StrattonClient Growth Manager HealthcareView Profile, carleigh strattonShelley ScottoLicensed Associate Real Estate BrokerView Profile, shelley scotto