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
Ffr Wealth TeamWealth AdvisorJul 23 - PresentAlg FinancialFounder Nov 19- Jul 23Water Street FinancialWealth AdvisorJan 19- Nov 19
Jake LapturCorporate ControllerView Profile, jake lapturKelli MorrisFinance ManagerView Profile, kelli morrisBrian QuartelDirector One FinanceView Profile, brian quartel