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
Sean JohnstonCertified Financial Planner Wealth Manager Fiduciary PractitionerView Profile, sean johnstonJune LatchmanDirector TreasuryView Profile, june latchmanNishant PandyaAssociate Wealth AdvisorView Profile, nishant pandya