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
Frank SchulkesChief Financial OfficerView Profile, Frank SchulkesMichael NolanChief Financial OfficerView Profile, Michael NolanChase HenleyVice President Portfolio Management Director Financial Planning Specialist Financial AdvisorView Profile, Chase Henley