Account Type**** ***Account Owner******* ****Account Opps/Deals****** ****Closed Won • Jul 24****K $Closed
****** ****Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Julie K MandelloControllerView Profile, julie k. mandelloTina MirfassihFP A LeadView Profile, tina mirfassihBrandon HeidSenior Financial Planning Practice Management ConsultantView Profile, brandon heid