Account Type**** *****Account Owner**** ******Account Opps/Deals*** ********Closed Won • Dec 24***K $Closed
****** ****Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
D A Davidson CompaniesRetirement Plan ConsultantJan 23- Feb 24Principal Asset ManagementClient Service ManagerOct 97- Jan 23
Willian ReisAssitente Da QualidadeView Profile, willian reisSarah MorettiMemberView Profile, sarah morettiWessam SulimanGraphic And Web DesignerView Profile, wessam suliman