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
Travis GeddesSenior ProducerView Profile, Travis GeddesJoe ToschGeneral ManagerView Profile, Joe ToschMichael RyanInternal Wealth GeneralistView Profile, Michael Ryan