Account Type****** ********Account Owner**** ********Account Opps/Deals**** *****Closed Won • Jan 25**K $Closed
*** *******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Darcie LuceroVP Asset ManagerView Profile, Darcie LuceroChang JoChief Financial OfficerView Profile, Chang JoRichard BergmanPrivate Wealth Advisor Managing DirectorView Profile, Richard Bergman