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
Jeffrey BarkerPartner I Tax I Private Client SolutionsView Profile, jeffrey barkerAndy FejesFinanzberaterView Profile, andy fejesSean JohnstonCertified Financial Planner Wealth Manager Fiduciary PractitionerView Profile, sean johnston