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
Reed RomoFinancial AdvisorView Profile, reed romoAlyssa CasselmanAssistant ControllerView Profile, alyssa casselmanPanagiotis MarisSenior Associate Strategy FinanceView Profile, panagiotis maris