Account Type******* ****Account Owner*** ********Account Opps/Deals*** ****Closed Won • Oct 24**K $Closed
**** ***Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Scs FinancialManaging DirectorNov 11 - PresentBallentine Partners LlcCERTIFIED FINANCIAL PLANNER™ ProfessionalJun 06- Nov 11
Erick PerezDirector Of ITView Profile, erick perezJohn ShieldsIndependent DirectorView Profile, john shieldsJoe VillarrealLeadershipView Profile, joe villarreal