Account Type**** ******Account Owner******** ********Account Opps/Deals**** *****Closed Won • Jan 25***K $Closed
*** *****Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Jared CothrenVice President Private WealthView Profile, Jared CothrenPatrick LiuSr Director Head Of Financial Planning AnalysisView Profile, Patrick LiuShawn BurkeChief Financial OfficerView Profile, Shawn Burke