Account Type******* *******Account Owner******** ******Account Opps/Deals*** ****Closed Won • Feb 25**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Kevin ChenPartnerView Profile, Kevin ChenCatrina LofgrenCPAView Profile, Catrina LofgrenDavid Learoyd CfaVP Financial Planning AnalysisView Profile, David Learoyd Cfa