Account Type*** ***Account Owner*** ******Account Opps/Deals**** ******Closed Won • Oct 24***K $Closed
**** ****Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Mark BerrySenior Wealth AdvisorView Profile, mark berryDerek D ZhaoMemberView Profile, derek d. zhaoYuval CohenSenior Financial PlannerView Profile, yuval cohen