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
Fiducient AdvisorsClient Service AssociateJan 25 - PresentChoate Hall Stewart LlpTrust CoordinatorDec 22- Jan 25Harvard UniversityCoordinator, Trust AdministrationNov 21- Dec 22
Anna ReitzCustomer Joy CreatorView Profile, anna reitzBrandon CliftTechnical Service RepresentativeView Profile, brandon cliftGrace Kimberly AmponsemService AssistantView Profile, grace kimberly amponsem