Account Type**** ******Account Owner***** *****Account Opps/Deals******* ********Closed Won • Mar 25**K $Closed
******* *******Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Nathaniel ClineChief Financial OfficerView Profile, Nathaniel ClineOscar MartinezChief Financial OfficerView Profile, Oscar MartinezBrad MargisonFirst Vice President Wealth ManagementView Profile, Brad Margison