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
Ed IsaacsSenior Vice PresidentView Profile, Ed IsaacsPatrick C WillisManaging Director Head Of Private Wealth Field EngagementView Profile, Patrick C WillisStefan FehrFounderView Profile, Stefan Fehr