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
David HeneWealth Management AdvisorView Profile, david heneSasha SouthwellMarketing Manager Wealth ManagementView Profile, sasha southwellJon BurkeSales Manager AccountancyView Profile, jon burke