Account Type**** ****Account Owner****** ******Account Opps/Deals******* ********Closed Won • Oct 24***K $Closed
*** ***Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Alyssa RomanoChief Financial Officer And Chief Compliance OfficerView Profile, alyssa romanoJohn DerosaSenior Vice President Private Wealth AdvisorView Profile, john derosaScott ShadburnChief Financial OfficerView Profile, scott shadburn