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 SCertificate And IRA Trust Specialist IIView Profile, Stephanie SNick PincoliniAsset ManagementView Profile, Nick PincoliniSari ShapiraControllerView Profile, Sari Shapira