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
David Haslam CfpSenior Portfolio ManagerView Profile, david haslam cfp®Dana EscobarTeam Leader Client AccountingView Profile, dana escobarJustin CheeSenior Director ControllerView Profile, justin chee