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
PncFinancial AdvisorJan 15- Jan 17Alpine Financial Services GroupManaging Director, Private Wealth StrategiesJan 15- Oct 15Wells Fargo AdvisorsFinancial AdvisorJan 10- Jan 15
Greg BeaulieuFinancial RepresentativeView Profile, greg beaulieuClaudia WangAssociateView Profile, claudia wangEric JacksonAccountantView Profile, eric jackson