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
Cibc Private Wealth UsManaging DirectorJun 22 - PresentCohen Pollock Merlin Turner P CEstate Planning AttorneyJan 04- Jun 22
Balvinder RanaSenior Director Technology Solutions And ConsultingView Profile, balvinder ranaAmir AkermanPWB Division Manager VPView Profile, amir akermanJess CobbProject Manager Project Management PMPView Profile, jess cobb