Account Type******** *****Account Owner*** ******Account Opps/Deals******** *****Closed Won • Dec 24****K $Closed
***** ****Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Daniel TamFinancial AdvisorView Profile, daniel tamZach PersonInvestment Operations AnalystView Profile, zach personJeremy SAssociate DirectorView Profile, jeremy s.