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
Dan CalderanManager FP AView Profile, Dan CalderanTaylor BrandelFinancial AdvisorView Profile, Taylor BrandelAndrew LuongControllerView Profile, Andrew Luong