Account Type****** ****Account Owner**** *****Account Opps/Deals******** ******Closed Won • Aug 24***K $Closed
******** ****Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Brandon HeidSenior Financial Planning Practice Management ConsultantView Profile, brandon heidLauren RuffinOperations LeadView Profile, lauren ruffinBrionna PraterOperations LeadView Profile, brionna prater