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
Jeanne MoserRetirement Service Manager QKC QKA CPFA TGPCView Profile, jeanne moserSuzann LivelyProcess ConsultantView Profile, suzann livelyDave CulverProject ManagerView Profile, dave culver