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
Nate Sohyung LeeChief Executive OfficerView Profile, Nate Sohyung LeeLourdes Ortega LopezSubdireccionView Profile, Lourdes Ortega LopezBill Oneil CfpSenior Regional Manager Schwab Wealth AdvisoryView Profile, Bill Oneil Cfp