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
Skeeter OAssociate Wealth Management AdvisorView Profile, Skeeter OBlake PavlikSenior Manager FP AView Profile, Blake PavlikLindsay JankeDirector Commercial Finance ConsultingView Profile, Lindsay Janke