Account Type******** *******Account Owner****** *****Account Opps/Deals****** ********Closed Won • Jan 25***K $Closed
***** *******Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Joel NierlingLead Analyst Financial Business ServicesView Profile, Joel NierlingMalcom SilvaSenior Account AnalystView Profile, Malcom SilvaAnita SarafaManaging Director And Team Lead Midwest Wealth Advisory PracticeView Profile, Anita Sarafa