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
Melissa TeoRetail Finance ManagerView Profile, Melissa TeoEmily TutenPrivate Wealth AssociateView Profile, Emily TutenJonathan SchnurInvestment ManagerView Profile, Jonathan Schnur