Account Type**** *******Account Owner******** ***Account Opps/Deals****** *******Closed Won • Oct 24**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Lisa FriebelFinancial Advisor Focused On Helping Individuals Pursue Their Financial GoalsView Profile, lisa friebelAnne ChawkSENIOR STUDENT MONEY ADVISERView Profile, anne chawkAngela McewanPartner Financial Markets GroupView Profile, angela mcewan