Account Type******** ********Account Owner******** *****Account Opps/Deals******* ***Closed Won • Oct 24**K $Closed
******* ********Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Chase HenleyAssociate Vice President Sr Portfolio Manager Financial Planning Specialist Financial AdvisorView Profile, chase henleyAnthony HancoxDirector Of Financial PlanningView Profile, anthony hancoxLorene DescampsCorporate Financial ControllerView Profile, lorène descamps