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
Julia KaganInvestorView Profile, Julia KaganKaren HardingPrivate Wealth Team Leader PartnerView Profile, Karen HardingSimran AroraSenior FP A ManagerView Profile, Simran Arora