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
Daniel MccalpinFinancial AdvisorView Profile, Daniel MccalpinEdren Marie BermilloBanking AdvisorView Profile, Edren Marie BermilloShani Rosenfeld LevyAssociateView Profile, Shani Rosenfeld Levy