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
Greg CraneExecutive Director BankerView Profile, Greg CraneKevin Shaughnessy CfpSenior Vice President Private Wealth Advisor At U S Bank Private Wealth ManagementView Profile, Kevin Shaughnessy CfpRaphael NejmanPartnerView Profile, Raphael Nejman