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
Toni BrummundFI Compliance ManagerView Profile, toni brummundDavid PassHead Of RevenueView Profile, david passKristi OwensFinancial AdvisorView Profile, kristi owens