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
Louise LaneWealth AdvisorView Profile, Louise LaneCourtney GoetschFund Custody Account ManagerView Profile, Courtney GoetschL Ukae SInvestorView Profile, L Ukae S