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
Jason ChaffeeRetirement Plan AdvisorView Profile, Jason ChaffeeElizabeth ToddVP Mortgage Lending Quality Oversight ManagerView Profile, Elizabeth ToddJosh RosnerInvestment ProfessionalView Profile, Josh Rosner