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 AdvisorMar 14 - PresentPutnam InvestmentsInternship - Customer Service Specialist/ProcessorJan 05- Jan 06
Julia NavarroConversational AI Fintech Solutions ConsultantView Profile, julia navarroRebecca AkrofieInformation Management AssociateView Profile, rebecca akrofiePenny GildersleeveClaims Senior LeaderView Profile, penny gildersleeve