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
Zandre Coetzee CaVP Of FinanceView Profile, zandre coetzee caTimothy LarsonDirector Of FinanceView Profile, timothy larsonAnne A FlinkSenior Team Lead Wealth Planning At CAPTRUSTView Profile, anne a. flink