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
Choate Hall Stewart LlpTrust AdvisorNov 23 - PresentLowell Blake AssociatesSenior Manager of OperationsJun 21 - PresentNational Securities CorporationVice President, Brokerage Operations and AMLJan 20 - Present
Henry LeonardNational Account ManagerView Profile, Henry LeonardKevin MagyarAccount Executive 3 Mid MarketView Profile, Kevin MagyarWendy Lively SchallAccount ExecutiveView Profile, Wendy Lively Schall