Account Type***** ***Account Owner******* ******Account Opps/Deals******* *******Closed Won • Jan 25***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
Cody BoekestynSenior Account ManagerView Profile, Cody BoekestynDane AndersonPartner Engagement ManagerView Profile, Dane AndersonJitender DimaniaAccount ExecutiveView Profile, Jitender Dimania