Account Type**** ********Account Owner******** ****Account Opps/Deals******* ******Closed Won • Nov 24****K $Closed
**** ****Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
James BeamHead Of Investment Management Brokerage Planning Retirement And StrategyView Profile, james beamDan MorgeseDirector Content Strategy And ResearchView Profile, dan morgeseJames PooleStrategic Planning DirectorView Profile, james poole