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
Whittier Trust CompanyClient AdvisorJul 22 - PresentWells FargoCTFA, Managing Director and Sr. Fiduciary AdvisorJan 87- May 22
Claudine MorelBusiness Development CoordinatorView Profile, claudine morelGaren BallardAccount ExecutiveView Profile, garen ballardOmry OkninSenior Account ExecutiveView Profile, omry oknin