Account Type**** ***Account Owner****** *****Account Opps/Deals***** ****Closed Won • Oct 24***K $Closed
****** ********Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Louis LograssoSenior Vice President Wealth Management Financial AdvisorView Profile, louis lograssoBrian HansenVice President Of FinanceView Profile, brian hansenMikhail PunjaniVice President Financial Planning AnalysisView Profile, mikhail punjani