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
Diana Marquez TeranFinancial Account ManagerView Profile, Diana Marquez TeranRaquel MeccarielloPrivate Client AdvisorView Profile, Raquel MeccarielloAnnette DeyoungFP A Solutions ConsultantView Profile, Annette Deyoung