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
Sean RoseDirector Of FP AView Profile, Sean RoseDiane GibbsFinance InvestorView Profile, Diane GibbsShawn DacruzWealth AdvisorView Profile, Shawn Dacruz