Account Type*** *****Account Owner******* ********Account Opps/Deals**** ****Closed Won • Nov 24****K $Closed
****** ***Worked in execs roles at *** together from 2021-2024*** *******Worked in the same department at *** together from 2021-2024
Anna L GreenWealth AdvisorView Profile, anna l. greenSara CumminsPortfolio ManagerView Profile, sara cumminsJenifer LadukeAccount AnalystView Profile, jenifer laduke