Account Type**** ****Account Owner******* ***Account Opps/Deals*** ********Closed Won • Oct 24****K $Closed
******* ****Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Roberto KernInvestorView Profile, roberto kernMolly SmithPayroll Practitioner LlView Profile, molly smithElizabeth Liz ForsytheWealth Management AssociateView Profile, elizabeth (liz) forsythe