Account Type******* ***Account Owner***** ******Account Opps/Deals*** *****Closed Won • Aug 24****K $Closed
****** ********Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Fred PauleyFinance Operations Account ManagerView Profile, fred pauleyChase HenleyAssociate Vice President Sr Portfolio Manager Financial Planning Specialist Financial AdvisorView Profile, chase henleyPaz WinfieldHead Of InvestmentView Profile, paz winfield