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
James OrtizPresView Profile, james ortizRobert Van De SandeDirecteur EigenaarView Profile, robert van de sandeDavid OlsenSenior Vice President RIA L BankView Profile, david olsen