Account Type******** ****Account Owner*** ****Account Opps/Deals**** *****Closed Won • Feb 25****K $Closed
***** ********Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
David MuallimAssociate Vice President InvestmentsView Profile, David MuallimClayton CarolChief Financial OfficerView Profile, Clayton CarolEve EllisWealth Advisor VPView Profile, Eve Ellis