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
Carole SchreckWealth Planning AssociateView Profile, Carole SchreckDiny FifePayroll Tax AnalystView Profile, Diny FifeGordon GottsegenRetail Investing ReporterView Profile, Gordon Gottsegen