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
Volare Wealth AdvisorsFinancial AdvisorJul 22 - PresentRfg AdvisoryFinancial AdvisorMar 19 - PresentMassmutualFinancial AdvisorJan 85- May 13
Jeff KnightCFOView Profile, Jeff KnightUmesh MistryIntermediate AccountantView Profile, Umesh MistryMargaret KrygierAccount Manager Business BankingView Profile, Margaret Krygier