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
Samantha ThorpeWealth Management AdvisorView Profile, Samantha ThorpeAmy LafortezaControllerView Profile, Amy LafortezaJosh TaylorSenior Manager Financial Planning AnalysisView Profile, Josh Taylor