Account Type*** *****Account Owner**** ***Account Opps/Deals***** ***Closed Won • Feb 25****K $Closed
******** ********Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Tricia AndrewsOperations Manager Wealth Management QAView Profile, Tricia AndrewsMarianne HarfoucheFP A AnalystView Profile, Marianne HarfoucheAnne GiffelsTax ProfessionalView Profile, Anne Giffels