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
Brett PalmerWealth Management InternView Profile, Brett PalmerVarchasv YagnikSenior Manager Financial Planning AnalysisView Profile, Varchasv YagnikAlfred PraschManager FinanceView Profile, Alfred Prasch