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
Wendy FosterVice President Wealth Management Financial Planning Analyst Financial Planning SpecialistView Profile, Wendy FosterYvonne KalinicExecutive Director Market Risk ManagementView Profile, Yvonne KalinicMark SierraCFO VP Finance ConsultingView Profile, Mark Sierra