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
Katrina JamesInvestment Planning ServicesView Profile, Katrina JamesBrian FreiburgerVP Senior Portfolio Manager TD Wealth Private Investment CounselView Profile, Brian FreiburgerHoward MoserBoard Member Fractional CROView Profile, Howard Moser