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
Casey JohnsonSenior Financial Advisor AssistantView Profile, casey johnsonRobert SollazzoSenior Associate Wealth PlannerView Profile, robert sollazzoJoyce ZhangInvestment Banking AssociateView Profile, joyce zhang