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
Robert QuinlanFinancial AdvisorView Profile, robert quinlanJose LopezTax AnalystView Profile, jose lopezYair LaviInvestorView Profile, yair lavi