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
Nixon Peabody LlpTrust AdvisorMar 24 - PresentChoate Hall Stewart LlpTrust AdvisorNov 21- Mar 24Bernstein Private Wealth ManagementPrivate Client Services ManagerOct 15- Nov 21
Adam CoileySurface Inside Sales ManagerView Profile, Adam CoileyEthan BartelsAccount ExecutiveView Profile, Ethan BartelsAlex TenneySenior Account ExecutiveView Profile, Alex Tenney