Account Type*** ****Account Owner****** ****Account Opps/Deals*** *****Closed Won • Feb 25****K $Closed
***** ***Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Joe HurleyWealth Management AdvisorView Profile, Joe HurleyStephanie TerpeningInvestingView Profile, Stephanie TerpeningBrendan BurkeETF Direct Indexing SpecialistView Profile, Brendan Burke