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My Accounts
Manage client accounts and relationship data
Total Accounts
15
AI Health Score
78%
AverageHigh Risk
3
Require attentionGrowing
7
Positive TrendTotal Value
$92.6M
PortfolioLos Angeles County Metropolitan Transportation Authority (Metro)
92%
Low RiskDiana Rodriguez
Los Angeles, CA
West Coast Office
Tier 1|Transportation
$8.5M
Total Value
Los Angeles County Metropolitan Transportation Authority (Metro)
92%
Medium RiskDiana Rodriguez
Los Angeles, CA
West Coast Office
Tier 1|Transportation
$8.5M
Total Value
Los Angeles County Metropolitan Transportation Authority (Metro)
92%
High RiskDavid Rodriguez
Los Angeles, CA
West Coast Office
Tier 1|Transportation
$8.5M
Total Value