Account Type****** *******Account Owner***** *******Account Opps/Deals**** *******Closed Won • Oct 24***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Kfir NahumTax PartnerView Profile, kfir nahumTheodore SchmelzleAVP Retirement Plan ServicesView Profile, theodore schmelzleThomas EmeryPortfolio ManagerView Profile, thomas emery