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
Chris Graw CluPartner Wealth AdvisorView Profile, Chris Graw CluShawn KuntzLead Financial AnalystView Profile, Shawn KuntzBeth GrayCFO AdvisorView Profile, Beth Gray