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
Kevin SwansburgAssociate Wealth Management Advisor AWMAView Profile, kevin swansburgMelinda HanleyAssociate Financial Representative Investment OperationsView Profile, melinda hanleyDylan FlemingTax TechnicianView Profile, dylan fleming