Account Type****** ******Account Owner*** ******Account Opps/Deals******* *****Closed Won • Feb 25**K $Closed
****** *******Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Georgina VillarrealChief Of StaffView Profile, Georgina VillarrealBill Oneil CfpSenior Regional Manager Schwab Wealth AdvisoryView Profile, Bill Oneil CfpEdward HDirector Of ITView Profile, Edward H