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
Dan R De St AubinFirst Vice President Financial Advisor Branch ManagerView Profile, Dan R De St AubinGregory ShapiroCFOView Profile, Gregory ShapiroRoger ChoiTrust Reporting Analyst AVPView Profile, Roger Choi