Account Type****** ******Account Owner******* *******Account Opps/Deals******* *****Closed Won • Mar 25***K $Closed
****** ***Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Dean SteinmanPresidentView Profile, Dean SteinmanMichael FriedmanHead Of Broker Dealer Head Of RIAView Profile, Michael FriedmanMaureen AhlerRegional Director Of Quality And ComplianceView Profile, Maureen Ahler