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
Josh JarvieAssurance Senior Manager CPAView Profile, josh jarvieJan AthertonAccount AssistantView Profile, jan athertonLiam HobbinsPortfolio ManagerView Profile, liam hobbins