Account Type**** ******Account Owner******* ******Account Opps/Deals******** ***Closed Won • Nov 24***K $Closed
**** *******Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
MartrustManaging director and COOApr 18 - PresentDa DeskDirector Financial ServicesFeb 13- Mar 18WtwFinancial Planning and Analysis DirectorOct 10- Jan 13
Jacqueline BlanchardOwnerView Profile, jacqueline blanchardJonathan CrystalManaging PartnerView Profile, jonathan crystalJames GaryFounder CEOView Profile, james gary