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
Sonny S SuawalFinancial AdvisorView Profile, sonny s suawalJosh MillerWealth Management InternView Profile, josh millerYuanchen WangSenior Director Of FP AView Profile, yuanchen wang