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
Saltmarsh Financial Advisors LlcFinancial AdvisorFeb 18 - PresentSaltmarsh Cleaveland GundFinancial AdvisorFeb 18 - PresentTiaaWealth Management AdvisorNov 15- Jan 18
Momo GoldfarbCpaView Profile, momo goldfarbPhillip EptingFinancial AdvisorView Profile, phillip eptingSimon NicholsInvestmentView Profile, simon nichols