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
Nikki AstonDirector Of FP AView Profile, Nikki AstonJosiah HatchPrivate Debt InternView Profile, Josiah HatchKelly MurrayFinancial Planning And Analysis ManagerView Profile, Kelly Murray