Account Type******** *****Account Owner*** ********Account Opps/Deals******** ****Closed Won • Nov 24****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Archie Kantzavelos CfpSenior Wealth PlannerView Profile, archie kantzavelos cfp®Steve MckaySenior Staff AccountantView Profile, steve mckayKenneth VillafanaSenior Financial AnalystView Profile, kenneth villafana