Account Type***** ***Account Owner******** *****Account Opps/Deals***** *****Closed Won • Mar 25**K $Closed
**** ***Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
James SteeleFounderView Profile, James SteeleMichael DunnWealth Solutions Managing DirectorView Profile, Michael DunnSteve BazantManaging PartnerView Profile, Steve Bazant