Account Type******** ******Account Owner***** ******Account Opps/Deals***** ********Closed Won • Aug 24***K $Closed
***** ****Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Jamie FrankelFinancial Services 401 K ConsultantView Profile, jamie frankelLiliann StaffordFinancial Planning Specialist Financial AdvisorView Profile, liliann staffordJames HagboGlobal FPAView Profile, james hagbo