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
Michael WilsonChief Financial OfficerView Profile, Michael WilsonCarlos PerezPersonal BankerView Profile, Carlos PerezSteve WhittierRegistered Investment AdvisorView Profile, Steve Whittier