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
Jason RodriguezFinancial AdvisorView Profile, jason rodriguezAshley StavroffCredit SupervisorView Profile, ashley stavroffYahui ChenInvestment ManagerView Profile, yahui chen