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
Huug FernigDirector FP AView Profile, Huug FernigPat BrownFinancial AdvisorView Profile, Pat BrownManuel De AlmeidaSenior Financial Planning AnalystView Profile, Manuel De Almeida