Account Type****** ******Account Owner**** *****Account Opps/Deals******** ***Closed Won • Feb 25**K $Closed
***** *****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Chris EllisFinancial DirectorView Profile, Chris EllisAmanda BoyceAssociate DirectorView Profile, Amanda BoyceDaniel TaylorPersonal Financial RepresentativeView Profile, Daniel Taylor