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
Anna KaplonChief AccountantView Profile, Anna KaplonEstefany ZamoranoResource Planning Manager Advice Wealth ManagementView Profile, Estefany ZamoranoYael FurmanStock AdministratorView Profile, Yael Furman