Account Type******* ********Account Owner***** ******Account Opps/Deals*** ******Closed Won • Oct 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
Aj AndrewsPricing SpecialistView Profile, aj andrewsErica NorthAccount ExecutiveView Profile, erica northConnor SchefflerSenior Account ExecutiveView Profile, connor scheffler