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
David BrownAVP Investment Advisory Operations ComplianceView Profile, David BrownNicholas SlabbertOperations ManagerView Profile, Nicholas SlabbertDina BarronDevelopment Operations ManagerView Profile, Dina Barron