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
Chris DunlopManaging Director Capital MarketsView Profile, chris dunlopChase OverlieInvestment Director N VenturesView Profile, chase overlieBrian KlossAssistant Vice President Financial Advice PlanningView Profile, brian kloss