Account Type****** *******Account Owner******** ****Account Opps/Deals******* ******Closed Won • Jan 25***K $Closed
***** *****Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Sara LambertoVice President Platform Solutions Retirement WealthView Profile, Sara LambertoJulie BaramFounder EntrepreneurView Profile, Julie BaramBrad FisherGrandpaView Profile, Brad Fisher