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
Andi McanenyRetirement Plan Client Service ManagerView Profile, Andi McanenyRoberto ArzaAssociateView Profile, Roberto ArzaFederico ColombariChartered Financial Advisor Senior IFAView Profile, Federico Colombari