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
Jessie WitzelGlobal Head Of Finance And FP AView Profile, jessie witzelSusan TaylorRetirement SpecialistView Profile, susan taylorTim PutkaIncoming 2025 Investment Banking Summer AnalystView Profile, tim putka