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
Andi McanenyRetirement Plan Client Service ManagerView Profile, Andi McanenyCarlos De La Calle JimenezGestor Financiero De ClientesView Profile, Carlos De La Calle JimenezCindy LinAccountantView Profile, Cindy Lin