Account Type****** ******Account Owner*** ***Account Opps/Deals****** *******Closed Won • Mar 25**K $Closed
******** *******Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Mary HernandezSenior Vice PresidentView Profile, Mary HernandezBill CrawfordPresidentView Profile, Bill CrawfordLauren Yeaton HuntSVP Wealth Platforms PartnershipsView Profile, Lauren Yeaton Hunt