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
Fiduchi GroupAssociate DirectorDec 18- Apr 21Equiom GroupSenior Manager - Business DevelopmentJan 16- Dec 18WhitmillSenior Trust AdministratorJan 02- Jan 07
Kate McphersonDirector Client SuccessView Profile, Kate McphersonChristiana LuDirector Of Client Services Operations Bay AreaView Profile, Christiana LuRoss NiburDirector Customer Onboarding OperationsView Profile, Ross Nibur