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
Dave TaylorHelping Financial Advisors Build Consistent And Predictable PipelineView Profile, Dave TaylorDaisy MiclatEnterprise Account ExecutiveView Profile, Daisy MiclatShanitra NorwoodSales Operations Specialist ResidentialView Profile, Shanitra Norwood