Account Type****** *******Account Owner******** ***Account Opps/Deals******* ****Closed Won β’ Oct 24****K $Closed
******** *****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Richard ClimanPartnerView Profile, richard climanJaime SobreperaManaging Director Wealth ManagementView Profile, jaime sobreperaStella NicholsExecutive Producer Producer HubView Profile, stella nichols