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
Cibc Private Wealth UsManaging DirectorJun 22 - PresentCohen Pollock Merlin Turner P CEstate Planning AttorneyJan 04- Jun 22
Ryan PollockCollaboration Insights ConsultantView Profile, Ryan PollockMaura BanksSenior ManagerView Profile, Maura BanksLaura JonesConsultantView Profile, Laura Jones