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
Alaine KotzeChief Financial OfficerView Profile, Alaine KotzeAnna OnanChief Financial OfficerView Profile, Anna OnanDrew KehnastVice President Private Wealth Director RIA And Family OfficeView Profile, Drew Kehnast