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
James GerberAssociate Wealth AdvisorView Profile, james gerberKevin DoughertyLoan ConsultantView Profile, kevin doughertyMike GutierrezAsset ManagerView Profile, mike gutierrez