Account Type****** *******Account Owner***** ****Account Opps/Deals*** *****Closed Won • Nov 24***K $Closed
******** *****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Chase HenleyAssociate Vice President Sr Portfolio Manager Financial Planning Specialist Financial AdvisorView Profile, chase henleyRobert HartnettDirector Of Investments Fixed IncomeView Profile, robert hartnettHenry Johnson JrCPAView Profile, henry johnson jr