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
Adam LervoldJunior Investment Operations AssociateView Profile, Adam LervoldPhong C LeTax SeniorView Profile, Phong C LeRyan SpaudeSr V P Wealth Advisor And ShareholderView Profile, Ryan Spaude