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
Jordan BeesleyDirector Of FP A ServicesView Profile, jordan beesleyAmy CarlsonRetirement Plan SpecialistView Profile, amy carlsonJulian EdwardsCFOView Profile, julian edwards