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
Amit BhagwatAssociate DirectorView Profile, amit bhagwatCassandra DelmastroFinancial Planning AssistantView Profile, cassandra delmastroMichael NewcombInvestorView Profile, michael newcomb