Account Type****** ***Account Owner****** ***Account Opps/Deals******** ******Closed Won • Jan 25***K $Closed
****** ********Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
Menghan ZhongHead Of FinanceView Profile, Menghan ZhongCarolyn CrowleySystem Director Financial ServicesView Profile, Carolyn CrowleyEric GilbertsonFinancial Advisor Virtual Advice TeamView Profile, Eric Gilbertson