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
Brittny Ward CfpClient Relationship ManagerView Profile, brittny ward cfp®Pasquale MastromatteoEngagement ManagerView Profile, pasquale mastromatteoMargie BakerSenior Customer Success Manager EnterpriseView Profile, margie baker