Account Type****** *****Account Owner****** *****Account Opps/Deals*** ****Closed Won • Mar 25***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024****** *****Worked in the same department at *** together from 2021-2024
Josh CohenFounding PartnerView Profile, Josh CohenStephen SherlineRegional Managing Director Comerica Wealth ManagementView Profile, Stephen SherlineDitte Julie JensenChief Executive OfficerView Profile, Ditte Julie Jensen