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
Korinna ArellanoSenior Investment Services ManagerView Profile, Korinna ArellanoDavid L Steinberg CfpSenior Wealth AdvisorView Profile, David L Steinberg CfpAviva ZviSenior Tax ManagerView Profile, Aviva Zvi