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 L Steinberg CfpSenior Wealth AdvisorView Profile, david l. steinberg cfp®Stefan BartonekSenior Financial Planning Investment AnalystView Profile, stefan bartonekRayda AnthonySr AccountantView Profile, rayda anthony