Account Type******* *******Account Owner***** *****Account Opps/Deals*** ******Closed Won • Feb 25****K $Closed
*** ********Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Jonathan CallanderInvestment ManagerView Profile, Jonathan CallanderAdolfo Perez BorjaAssociateView Profile, Adolfo Perez BorjaLaura KennedyDirector Of Financial PlanningView Profile, Laura Kennedy