Account Type******** ******Account Owner*** *****Account Opps/Deals***** *******Closed Won • Oct 24***K $Closed
***** *******Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Brooke KerendianPartnerView Profile, brooke kerendianMartyn Williams Cdir FiodManaging DirectorView Profile, martyn williams cdir fiodZoe LiProduct Owner Private Wealth Strategic InitiativesView Profile, zoe li