Account Type*** *****Account Owner**** ******Account Opps/Deals******** ********Closed Won • Aug 24***K $Closed
******* ***Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Kathie ChaoManaging Director Wealth Offers Operations And StrategyView Profile, kathie chaoBrogan RenshawFounder DirectorView Profile, brogan renshawNathan HerzCo Founder COOView Profile, nathan herz