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
Kevin WhiteChief Investment OfficerView Profile, Kevin WhiteShem FilipekWealth Manager Associate Vice PresidentView Profile, Shem FilipekGiuliette DrakeChief Financial OfficerView Profile, Giuliette Drake