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
Joe RobertsRetired Executive Vice President Financial AdvisorView Profile, Joe RobertsRich KleinVice President Head Of Wealth Management ConsultantsView Profile, Rich KleinOmar KarameChief Financial OfficerView Profile, Omar Karame