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
Cerity PartnersSenior Associate | Wealth PlannerMar 23 - PresentSvb PrivateVice President IFeb 23- Mar 23
Abby LyonsAssociateView Profile, Abby LyonsJacob BassettBusiness Funding SpecialistView Profile, Jacob BassettArthur BInvestment ManagerView Profile, Arthur B