Account Type******* *****Account Owner****** ******Account Opps/Deals***** ******Closed Won • Feb 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
Alexander GoldPrivate Wealth AssociateView Profile, Alexander GoldJurgita PliuskieneFinancial AccountantView Profile, Jurgita PliuskieneRyan DelongLoan ProcessorView Profile, Ryan Delong