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
Quilter CheviotInvestment ManagerMar 23 - PresentWtaxHead Of PartnershipsSep 19- Mar 23AnchorPortfolio ManagementFeb 14- Jul 19
Camille LarocheGDP ManagerView Profile, Camille LarocheMatthew WempeFederal Tax StaffView Profile, Matthew WempeYashvin Singh BoparaiInvestment ManagerView Profile, Yashvin Singh Boparai