Account Type******* ******Account Owner******** ********Account Opps/Deals******* ******Closed Won • Oct 24****K $Closed
****** *******Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Danielle RobinsonManager Wealth OperationsView Profile, danielle robinsonJarrod FeinsteinSenior Portfolio ManagerView Profile, jarrod feinsteinElla CohenTax DirectorView Profile, ella cohen