Account Type******* *****Account Owner****** *******Account Opps/Deals*** *******Closed Won • Dec 24****K $Closed
******** *****Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Paul WilliamsStudent Boston Institute Of Finance CFP ProgramView Profile, paul williamsJenny MercerFinancial Advisor Assistant Music Sports EntertainmentView Profile, jenny mercerScott ChilsonMember Board Of TrusteesView Profile, scott chilson