Account Type**** *****Account Owner*** ***Account Opps/Deals*** *******Closed Won • Nov 24****K $Closed
**** *******Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Juan AndresHead Of Financial Planning AnalysisView Profile, juan andresChase HenleyAssociate Vice President Sr Portfolio Manager Financial Planning Specialist Financial AdvisorView Profile, chase henleyFran PilonBookkeeper Office ManagerView Profile, fran pilon