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
Luck CompaniesVP of Family Office ServicesNov 23- Jun 24Plante MoranPartner - Wealth Management Tax & Family Office ServicesDec 14- Jul 23Legacy Trust Company N ADirector of Family Office ServicesApr 13- Oct 13
Sarah KuistVice President Of ServiceView Profile, Sarah KuistMichael SterleVice President SKYPASS Visa ManagerView Profile, Michael SterleAllison MalitoSenior Vice President Of Professional ServicesView Profile, Allison Malito