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
Rick GordonSenior Managing Director Wealth ManagerView Profile, rick gordonAlison StumpSVP GM Investment ManagementView Profile, alison stumpRussell FetteFounder Fractional Chief Financial OfficerView Profile, russell fette