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
By The Bay HealthReimbursement SpecialistJan 21 - PresentFreedom AdvisorsOperational Specialist/Client ServicesOct 19- Apr 20One Legal An Infotrack CompanyLegal Document SpecialistSep 19- Oct 19
Amy MarchandTrust OfficerView Profile, Amy MarchandMatt McsweeneyAsset ManagerView Profile, Matt McsweeneyChen KaplanBankerView Profile, Chen Kaplan