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
Jacqueline WilliamsPrivate Client AdvisorView Profile, Jacqueline WilliamsBenjamin TomeiStrategic Finance AI MLView Profile, Benjamin TomeiShannon MathenaUnderwriterView Profile, Shannon Mathena