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
William RobertsFinancial AdvisorView Profile, William RobertsYuki TamuraTax ManagerView Profile, Yuki TamuraMichelle Kelly LopezDirector Business Transformation FinanceView Profile, Michelle Kelly Lopez