Account Type****** ****Account Owner*** ******Account Opps/Deals*** ********Closed Won • Jan 25**K $Closed
*** ******Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Eileen KweiChief Administrative Officer CAO Managing DirectorView Profile, Eileen KweiCraig FullerFounder Chief Executive OfficerView Profile, Craig FullerStephen SherlineRegional Managing Director Comerica Wealth ManagementView Profile, Stephen Sherline