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
Aidan Hobson SayersChief Technology OfficerView Profile, aidan hobson sayersAlexis HarrisonSenior Director GCX Practices EnablementView Profile, alexis harrisonSamantha TrebeschSVP Head Of Advisor Inclusion Networks And Sustainable Investing Private Client GroupView Profile, samantha trebesch