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
Stacy UptainPrivate Wealth AdvisorView Profile, Stacy UptainCat FirstmanDirector Of Regulatory Affairs And Snr Dir AccountingView Profile, Cat FirstmanMatthew EscobarFinancial Planning And Analysis ManagerView Profile, Matthew Escobar