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
Che Che Sanchez MccrimmonVP Senior Retirement Plan AdvisorView Profile, che-che sanchez mccrimmonJim LukeR D Finance LiaisonView Profile, jim lukeKeith FaulknerPrincipal Financial AdvisorView Profile, keith faulkner