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
Kate DonaldsonFinance ManagerView Profile, Kate DonaldsonCharles LeungPrivate Wealth ManagementView Profile, Charles LeungMatthew ThompsonInvestment AnalystView Profile, Matthew Thompson