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
Cameron SmithRevenue SpecialistView Profile, cameron smithRahul DograSales Leader Commercial U S CanadaView Profile, rahul dograTom Vangel JrMajors Account Executive GrowthView Profile, tom vangel jr.