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
TrustageRegional Vice PresidentJan 21 - PresentCuna Mutual GroupRegional Sales DirectorJan 12- Jan 21
Avi NoimanTax Partner Asset Management Sector LeaderView Profile, avi noimanDominik RompzaPartnerView Profile, dominik rompzaMonica HernandezSenior Vice President Financial AdvisoryView Profile, monica hernandez