Account Type***** ******Account Owner**** ***Account Opps/Deals***** *******Closed Won • Feb 25**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Storyone Family OfficeFamily Wealth DirectorJun 24 - PresentKeel PointFamily Wealth DirectorJan 24- Oct 24Kooman AssociatesCERTIFIED FINANCIAL PLANNER™Apr 18- Jan 24
Michael AlbergoSenior Vice President Wealth Management Lending LeaderView Profile, Michael AlbergoLennart LepnerChief Financial OfficerView Profile, Lennart LepnerTodd NeillChief Financial OfficerView Profile, Todd Neill