Account Type****** *******Account Owner**** ********Account Opps/Deals******* ********Closed Won • Jan 25**K $Closed
**** ***Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
David L Steinberg CfpSenior Wealth AdvisorView Profile, David L Steinberg CfpEllie LiSenior Investment ManagerView Profile, Ellie LiAndrew ReynenSenior Financial AnalystView Profile, Andrew Reynen