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 NassimiVice PresidentView Profile, Stephanie NassimiScott WardSVP Wealth AdvisorView Profile, Scott WardJennifer BatresSr Executive Assistant To SV Ps And V PsView Profile, Jennifer Batres