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
Choate Hall Stewart LlpTrust AdvisorApr 24 - PresentLoring Wolcott Coolidge Trust LlcTrust AdvisorMar 21- Apr 24Merrill LynchSenior Portfolio AdvisorDec 16- Feb 21
Hend MassoudEngineering ManagerView Profile, hend massoudJames TennantProfessional EOS ImplementerView Profile, james tennantYvette MattCasino ExecutiveView Profile, yvette matt