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
Story One Family OfficeFamily Wealth DirectorJun 24 - PresentKeel PointFamily Wealth DirectorJan 24- Oct 24Kooman AssociatesCERTIFIED FINANCIAL PLANNER™Apr 18- Jan 24
David SearsChief Financial OfficerView Profile, david searsAlyssa RambeauVice President Of FinanceView Profile, alyssa rambeauMike HealyChief Financial OfficerView Profile, mike healy