Account Type**** *******Account Owner**** ***Account Opps/Deals******** ****Closed Won • Dec 24****K $Closed
*** *****Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Kaitlyn ConroyManager InvestmentView Profile, kaitlyn conroyDevansh ShahInvestment ProfessionalView Profile, devansh shahLou GrahamAssociate Vice President Financial Advisor And Resident Branch ManagerView Profile, lou graham