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
Kenneth WillettsSenior Wealth StrategistView Profile, Kenneth WillettsJessica RodriguezSenior Accounting AnalystView Profile, Jessica RodriguezMandy ShabaniManager Client Services II Investment Management TD Wealth Private Investment AdviceView Profile, Mandy Shabani