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
Robert PetersonCFOView Profile, Robert PetersonAlexandra BMarketing Manager Wealth ManagementView Profile, Alexandra BJosh AguilarSenior Manager Finance Strategy GTMView Profile, Josh Aguilar