Account Type***** *******Account Owner****** *****Account Opps/Deals*** ******Closed Won • Aug 24****K $Closed
**** ********Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
James Greenhalgh Citp MbcsBoard TrusteeView Profile, james greenhalgh citp mbcsDave TaylorHelping Financial Advisors Build Consistent And Predictable PipelineView Profile, dave taylorStuart ReidChief Marketing OfficerView Profile, stuart reid