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
Jonathan WrightFinancial AdvisorView Profile, Jonathan WrightEddie LiangFinancial Planner Co FounderView Profile, Eddie LiangNick FormanTreasurerView Profile, Nick Forman