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
Marcos VicenteVice President Finance Business OperationsView Profile, Marcos VicenteMichael J GonzalezSenior Vice President Financial Advisor CFPView Profile, Michael J GonzalezJonathan MedlockChief Financial OfficerView Profile, Jonathan Medlock