Account Type****** *****Account Owner******** ***Account Opps/Deals****** ********Closed Won • Aug 24***K $Closed
******* *******Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Jared HoltFinancial AdvisorView Profile, jared holtKeegan EvansBoard Member Previously Board PresidentView Profile, keegan evansJosh NylundSenior Manager Of Implementations And ITView Profile, josh nylund