Account Type****** ***Account Owner****** ****Account Opps/Deals******* ****Closed Won • Dec 24****K $Closed
****** ********Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Meghan MettertBSA AML AnalystView Profile, meghan mettertManuel De AlmeidaSenior Financial Planning AnalystView Profile, manuel de almeidaAndrew NavranFinancial AdvisorView Profile, andrew navran