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
Joseline GoodmanDirector Of Operations Associate Wealth Management AdvisorView Profile, Joseline GoodmanAmanda ExlerLPL Financial AdvisorView Profile, Amanda ExlerSam FortenbaughInvestment Banking AnalystView Profile, Sam Fortenbaugh