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
Stephanie SCertificate And IRA Trust Specialist IIView Profile, Stephanie SNoam Kaiser 🎗InvestorView Profile, Noam Kaiser 🎗Patrick MigneronHead Of Investment OperationsView Profile, Patrick Migneron