Account Type****** ********Account Owner******* *****Account Opps/Deals*** ***Closed Won • Mar 25***K $Closed
***** *****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
James AlexFinancial PlannerView Profile, James AlexWilliam LustgartenTeam Lead FP AView Profile, William LustgartenMike AguerosFinancial ConsultantView Profile, Mike Agueros