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
Cerity PartnersPartnerMar 23 - PresentSvb Wealth Advisory IncManaging DirectorJul 13- Mar 23American ExpressVice President & Tax CounselJan 06- Jan 09
Michelle BeckerSr Project Coordinator Executive SupportView Profile, michelle beckerChris MouldPartnerView Profile, chris mouldAaliyah CastilloAccount Management InternView Profile, aaliyah castillo