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
J Hagan CapitalRetirement PlannerOct 24 - PresentStrategic Wealth DesignersFinancial AdvisorJan 21- Sep 24
Udi HevroniFinancial Insurance Expert Family Office Services For HNW Corporate ClientsView Profile, udi hevroniMichelle WatsonSr Administrative Assistant To ControllerView Profile, michelle watsonTruc MaiTechnical Consultant Advanced AccountingView Profile, truc mai