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
Robert BandCFO Consultant And Managing PrincipalView Profile, robert bandMatt SimiSenior Vice President Wealth Management Senior Portfolio Manager Financial AdvisorView Profile, matt simiMichael B RosenVice President Sustainable Finance GroupView Profile, michael b. rosen