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
Nick PhilbeckFinancial Advisor Wealth StrategistView Profile, nick philbeckShawn LeeALM Treasury Fixed Income MOView Profile, shawn leeNathan ParkerSenior Advisor Strategic FinanceView Profile, nathan parker