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
Stefano IottiFounding MemberView Profile, stefano iottiJl WattsSr Director Wealth Management Onboarding TrainingView Profile, jl wattsJohn NagelhoutVice President Senior ConsultantView Profile, john nagelhout