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
Chase HenleyAssociate Vice President Sr Portfolio Manager Financial Planning Specialist Financial AdvisorView Profile, chase henleyLeslie KnopoffTax Department CoordinatorView Profile, leslie knopoffPalma MozesHead Of FinanceView Profile, palma mozes