Account Type****** ****Account Owner**** *******Account Opps/Deals******* ***Closed Won • Jan 25**K $Closed
****** ****Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Marlon CarpioFinancial EducatorView Profile, Marlon CarpioJulie McelroyAssociateView Profile, Julie McelroyEd CantyFinancial PlannerView Profile, Ed Canty