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
Nikki MicheliniFamily Wealth Strategist Schwab Advisor Family OfficeView Profile, Nikki MicheliniLisa BarnardFinancial ControllerView Profile, Lisa BarnardMary SlotaAccountantView Profile, Mary Slota