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
Dan DortonaPod Leader Financial ServicesView Profile, Dan DortonaLisa CaveSenior Financial Planner Team LeadView Profile, Lisa CaveAdar JosephUS Tax Senior ManagerView Profile, Adar Joseph