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
Kylie DaviesAccount Director General Manager BostonView Profile, Kylie DaviesBrittny MorganSenior Director Of SalesView Profile, Brittny MorganJacinda NorvellSenior Managing Director Wealth Brokerage Sales Execution Dir Truist Investment Services IncView Profile, Jacinda Norvell