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
Stratos Private WealthAssociate Wealth Advisor May 22 - PresentCity Of Del MarLifeguardMay 19- Feb 23
Sam LipskyFinancial AnalystView Profile, Sam LipskyAntonio Dos Santos FerreiraInvestments AssociateView Profile, Antonio Dos Santos FerreiraLauren HarmerUnderwriterView Profile, Lauren Harmer