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
Georgegina PoulosDirectorView Profile, georgegina poulosEmma Armstrong Benchmark Collective 💛DirectorView Profile, emma armstrong - benchmark collective 💛Bill Oneil CfpSenior Regional Manager Schwab Wealth AdvisoryView Profile, bill o'neil cfp®