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
Dana ChenFinancial AdvisorView Profile, Dana ChenMariangela PaladinoAdmin Finance SpecialistView Profile, Mariangela PaladinoStephanie SCertificate And IRA Trust Specialist IIView Profile, Stephanie S