Account Type***** *****Account Owner***** *******Account Opps/Deals******* ***Closed Won • Feb 25**K $Closed
****** ********Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Andrew D PlattChief Financial OfficerView Profile, Andrew D PlattMichael NeedelChief Financial OfficerView Profile, Michael NeedelBrian KlossAssistant Vice President Financial Advice PlanningView Profile, Brian Kloss