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
William ReidDirector Strategic Finance And Analytics Business TransformationView Profile, William ReidKarin BrownsteinHead Of Demand Generation Media Personal Banking Wealth ManagementView Profile, Karin BrownsteinJessica MadiganRegional Director Cetera Wealth Management GroupView Profile, Jessica Madigan