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
David Lino SFinancial AdvisorView Profile, david lino s.Richard TalbotInvestment AdvisorView Profile, richard talbotYouvonne NeeleyCollections Account ManagerView Profile, youvonne neeley