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
Heath GuayExecutive DirectorView Profile, Heath GuaySam RosenbrockAVP RIA Business DevelopmentView Profile, Sam RosenbrockLinus BergstromManaging Director And PartnerView Profile, Linus Bergstrom