Account Type****** ***Account Owner******** ***Account Opps/Deals****** ******Closed Won • Dec 24***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Marc UrbachCFOView Profile, marc urbachRyan GhammacheDirector Of FP AView Profile, ryan ghammachéThomas LovillTrainee Financial PlannerView Profile, thomas lovill