Account Type******* *******Account Owner****** ***Account Opps/Deals***** ****Closed Won • Jul 24****K $Closed
**** ********Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Kyle LafoeSenior AccountantView Profile, kyle lafoeJin Y ChungSenior Financial AnalystView Profile, jin y chungDavid L Steinberg CfpSenior Wealth AdvisorView Profile, david l. steinberg cfp®