Account Type******** ****Account Owner***** *******Account Opps/Deals****** ********Closed Won • Jan 25**K $Closed
****** ********Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Brent RivardManaging DirectorView Profile, Brent RivardKelsie L BuckleyDirector Wealth Management Learning Coaching StrategyView Profile, Kelsie L BuckleyMarco SchuurmanInvestment Banking AssociateView Profile, Marco Schuurman