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
Michael WelsbyPrivate BankerView Profile, michael welsbyBryan ByrdFinancial PlannerView Profile, bryan byrdJalen RussellAssociateView Profile, jalen russell