Account Type***** ******Account Owner******* *******Account Opps/Deals***** ****Closed Won • Jan 25**K $Closed
******* ********Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Richard GoldsteinChair Tax And Wealth Preservation Practice GroupView Profile, Richard GoldsteinAlex ArteagaDirector Partner InvestmentView Profile, Alex ArteagaAlejandro Lopez SotoHead Of Finance And AccountingView Profile, Alejandro Lopez Soto