Account Type******* *******Account Owner**** *******Account Opps/Deals**** ********Closed Won • Nov 24***K $Closed
***** ****Worked in execs roles at *** together from 2021-2024******** ****Worked in the same department at *** together from 2021-2024
Andy WachonSenior Regional Manager TD Wealth Financial PlanningView Profile, andy wachonHenry KopplinBusiness Valuation AnalystView Profile, henry kopplinIan RixTax ManagerView Profile, ian rix