Account Type***** ********Account Owner****** ********Account Opps/Deals******* ****Closed Won • Nov 24****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
Tracy Koelsch McclainDirector Business Risk Controls Life CoView Profile, tracy (koelsch) mcclainSara VenturaCollections SpecialistView Profile, sara venturaChristian BerlinVP Controlling And Accounting OperationsView Profile, christian berlin