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
Kevin ShinnCEOView Profile, Kevin ShinnNick MurrayCo Founder And CEOView Profile, Nick MurrayLawrence StubbsManaging Director Head Of Advisor Client Digital Wealth Management Service CentersView Profile, Lawrence Stubbs