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
Shawn Y EagleOwner Director Wealth ManagementView Profile, shawn y. eagleMike WolffFirst Vice President Investments StifelView Profile, mike wolffJustin SmithCFO COOView Profile, justin smith