Account Type***** *******Account Owner*** ****Account Opps/Deals*** *******Closed Won • Aug 24****K $Closed
**** ****Worked in execs roles at *** together from 2021-2024*** *****Worked in the same department at *** together from 2021-2024
Joshua SilvermanVice President Investments Private Client AdvisorView Profile, joshua silvermanShekhar DamleExternal AdvisorView Profile, shekhar damleEmily ByrneWebinar Events ManagerView Profile, emily byrne