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
Jeremiah ReidBusiness AnalystView Profile, Jeremiah ReidMarcus PlouzekWealth Planning AssociateView Profile, Marcus PlouzekDaryn OrrFinancial Underwriting AnalystView Profile, Daryn Orr