Account Type******** ***Account Owner***** *******Account Opps/Deals****** *****Closed Won • Dec 24****K $Closed
******** *****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Chase HenleyAssociate Vice President Sr Portfolio Manager Financial Planning Specialist Financial AdvisorView Profile, chase henleySammi PatelControllerView Profile, sammi patelGuy BarbaroAccounting Finance ConsultantView Profile, guy barbaro