Account Type***** ********Account Owner**** ****Account Opps/Deals******* ***Closed Won • Oct 24****K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Andrew WallaceVP Financial Planning AnalysisView Profile, andrew wallaceJohn QuinSVP Financial AdvisorView Profile, john quinNoah EtessamiVice President Of InvestmentsView Profile, noah etessami