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
David MarzulloChief Operating OfficerView Profile, david marzulloWendy YarnoBoard Of DirectorsView Profile, wendy yarnoRussell Launer CfpHead Of Portfolio ManagementView Profile, russell launer cfp®