Account Type****** ******Account Owner****** ********Account Opps/Deals***** ********Closed Won • Jan 25****K $Closed
***** *****Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Michelle PackerFinancial Advisor Senior Retirement PlannerView Profile, Michelle PackerToni LombardoDirector Of Finance And OperationsView Profile, Toni LombardoJohn JenningsFund Administration LeadView Profile, John Jennings