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
Nelson JaimesSenior Investment AdvisorView Profile, Nelson JaimesAnita SarafaManaging Director And Team Lead Midwest Wealth Advisory PracticeView Profile, Anita SarafaHadas Mazor EliasValuation Analyst Team LeaderView Profile, Hadas Mazor Elias