Account Type*** *****Account Owner**** *****Account Opps/Deals******** ********Closed Won • Aug 24**K $Closed
****** ******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Alexander SchaapFinancial SupportView Profile, alexander schaapNick PhilbeckFinancial Advisor Wealth StrategistView Profile, nick philbeckJean HuangSenior ActuaryView Profile, jean huang