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
Natalie RobinsonExecutive Assistant CIB RiskView Profile, natalie robinsonJohn KozuchPartner Senior Wealth AdvisorView Profile, john kozuchSteve DayTax ShareholderView Profile, steve day