Account Type******** *****Account Owner***** *****Account Opps/Deals******* ******Closed Won • Feb 25**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
John ThorsonHead Of Private Wealth Management Concierge ServicesView Profile, John ThorsonJason GeorgeChief Of StaffView Profile, Jason GeorgeShelly ItzhakiPA For The CEO Employee ExperienceView Profile, Shelly Itzhaki