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
Archie Kantzavelos CfpSenior Wealth PlannerView Profile, Archie Kantzavelos CfpDayna FrekeSenior Finance Business PartnerView Profile, Dayna FrekeNico LiSenior Financial AnalystView Profile, Nico Li