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
Andrew MakiTax PartnerView Profile, Andrew MakiJesse M VillegasFinancial Consultant Retirement SpecialistView Profile, Jesse M VillegasNathan BoteroInvestorView Profile, Nathan Botero