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
Maria RodriguezAssociateView Profile, Maria RodriguezYvonne LindnerAsset ManagementView Profile, Yvonne LindnerEddie LiangFinancial Planner Co FounderView Profile, Eddie Liang