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
Kevin DoyleSenior Private Wealth AdvisorView Profile, kevin doyleKristina CastilloAcocunting ManagerView Profile, kristina castilloMatthew WackerPortfolio ManagerView Profile, matthew wacker