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
David GreenbaumChief Financial OfficerView Profile, david greenbaumKent KuhlmannManaging Director Sr Wealth AdvisorView Profile, kent kuhlmannMike FielerManaging Director Private Wealth AdvisorView Profile, mike fieler