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
Rockland TrustDirector of Financial PlanningDec 24 - PresentPncWealth Strategist IIOct 22- Dec 24Emoney AdvisorSenior Financial PlannerMar 19- Oct 22
Zhao LiSVP Director Team Lead Application Developer Treasury MarketsView Profile, Zhao LiJason LinDirector Of Trading And ResearchView Profile, Jason LinJosh MoskowitzDirector Financial Access Impact PartnershipsView Profile, Josh Moskowitz