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
Whittier Trust CompanyClient AdvisorJul 22 - PresentWells FargoCTFA, Managing Director and Sr. Fiduciary AdvisorJan 87- May 22
♠️ben RobinsonSales Account ManagerView Profile, ♠️ben RobinsonBrandi KlimczykSolutions Specialist ManagerView Profile, Brandi KlimczykTomas HernandezSDRView Profile, Tomas Hernandez