Account Type******* *******Account Owner**** ********Account Opps/Deals******** *******Closed Won • Oct 24***K $Closed
****** *****Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Allie AndersonSr Equity AnalystView Profile, allie andersonKaylin KlingerSenior Wealth StrategistView Profile, kaylin klingerSammi MeurerWealth Management Company Financial AdvisorView Profile, sammi meurer