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
Fiducient AdvisorsClient Service AssociateJan 25 - PresentChoate Hall Stewart LlpTrust CoordinatorDec 22- Jan 25Harvard UniversityCoordinator, Trust AdministrationNov 21- Dec 22
Sawsane AmarguiCharge De ClienteleView Profile, Sawsane AmarguiCrystal LewisCustomer Service SpecialistView Profile, Crystal LewisMiluska Lisseth Espejo AlegreService Relationship ManagerView Profile, Miluska Lisseth Espejo Alegre