Account Type****** ******Account Owner******** *******Account Opps/Deals***** ****Closed Won • Aug 24**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Jo Shua OoiFinance Integration AnalystView Profile, jo shua ooiVictoria FergusonFinancial AdvisorView Profile, victoria fergusonKacper CoulterAssociateView Profile, kacper coulter