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
David RubenManaging Director Private Wealth AdvisorView Profile, David RubenRobert FigueroaAVP Wealth Relationship Manager Senior AnalystView Profile, Robert FigueroaBronson SmithChief Investment OfficerView Profile, Bronson Smith