Account Type******** *******Account Owner**** ******Account Opps/Deals****** *****Closed Won • Oct 24***K $Closed
******* ********Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Raymond LimChief Financial OfficerView Profile, raymond limAdolfo RuizAssistant Vice President Wealth Management AssociateView Profile, adolfo ruizEdward SherwoodSenior Vice President Investments Financial Advisor Branch ManagerView Profile, edward sherwood