Account Type**** ***Account Owner****** ******Account Opps/Deals******* *******Closed Won • Jan 25****K $Closed
******** ********Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Sonia LurieVice President Head Of Investment StewardshipView Profile, Sonia LurieAndre Delben SilvaChief Financial OfficerView Profile, Andre Delben SilvaGerald SimmonsFirst Vice President Financial Advisor CFPView Profile, Gerald Simmons