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
Jim JorgensonExecutive AdvisorView Profile, jim jorgensonMercedes De La Guardia NavarroDeep Learning Regional Director USA North LatamView Profile, mercedes de la guardia navarroBill Oneil CfpSenior Regional Manager Schwab Wealth AdvisoryView Profile, bill o'neil cfp®