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
Jason EllisVice President FinanceView Profile, jason ellisKevin R BellVice President Wealth Management Financial AdvisorView Profile, kevin r. bellSean OgarChief Financial OfficerView Profile, sean ogar