Account Type***** ***Account Owner*** ********Account Opps/Deals******* ****Closed Won • Aug 24**K $Closed
**** ****Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Cynthia PaulSenior Regional Manager Schwab Wealth Advisory™View Profile, cynthia paulPatrick MHead Of DigitalView Profile, patrick m.Stacey LatonaWM ManagerView Profile, stacey latona