Account Type******* *******Account Owner******* ******Account Opps/Deals******** *******Closed Won • Oct 24***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Kasia MorrisonFinancial Planning AnalystView Profile, kasia morrisonBernard OsrinFinancial AdvisorView Profile, bernard osrinWilliam GreveAssociateView Profile, william greve