Account Type******** ***Account Owner******* ***Account Opps/Deals**** ***Closed Won • Oct 24***K $Closed
******* *******Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Joel S PostSenior Vice President Senior Portfolio Manager Private Wealth ManagementView Profile, joel s. postP Alan SandarSenior Vice President Investments Financial Advisor At Four Season Investment GroupView Profile, p alan sandarBeth AnnarinoFinancial Services Director Solutions CenterView Profile, beth annarino