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
Alan DexterPartnerView Profile, Alan DexterElliot BlacklerCo FounderView Profile, Elliot BlacklerStephanie LakeChief Operating Officer US Wealth ManagementView Profile, Stephanie Lake