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
David AgatsteinSenior AssociateView Profile, David AgatsteinChloe TaiAdvertising Sales Manager ANZView Profile, Chloe TaiDaniela ChafferBusiness Development ManagerView Profile, Daniela Chaffer