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
Keita SatoConsultant Investment ControllershipView Profile, keita satoDaniel EdwardsSr Wealth AdvisorView Profile, daniel edwardsMaria SohailEngagement Financial AdvisorView Profile, maria sohail