Account Type******* *******Account Owner*** *******Account Opps/Deals***** *******Closed Won • Oct 24**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
David BledsoeFVP Information Services Manager Private Wealth ManagementView Profile, david bledsoeJulia RubalevskayaManaging DirectorView Profile, julia rubalevskayaMatt L MarshallPartnerView Profile, matt l marshall