Account Type**** ********Account Owner******* ****Account Opps/Deals******* ******Closed Won • Dec 24****K $Closed
******* ******Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Robert McparlandFinancial AdvisorView Profile, robert mcparlandMelody ZhangFinancial DirectorView Profile, melody zhangNatalie NiedermeyerOrganizational Financial Wellness InternView Profile, natalie niedermeyer