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
Kelly SmithClient Manager ShareholderView Profile, Kelly SmithDonovan HudsonFinancial AnalystView Profile, Donovan HudsonTracy MchughDirector Of FP AView Profile, Tracy Mchugh