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
Mor MaharshakWealth Management AdvisorView Profile, Mor MaharshakNathan KlosterPrincipal And CFOView Profile, Nathan KlosterCurtis Paul BrownFinancial AdvisorView Profile, Curtis Paul Brown