Account Type****** ***Account Owner******* *******Account Opps/Deals****** ***Closed Won • Jul 24****K $Closed
******** ****Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Alexandre CaroSenior Financial Planning AnalystView Profile, alexandre caroIan WymorePrincipal Senior Wealth AdvisorView Profile, ian wymoreTaylor ChapmanInvestment PrincipalView Profile, taylor chapman