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
Emily TInvestment ProfessionalView Profile, emily t.Joshua MayAssociate Wealth AdvisorView Profile, joshua mayDylan WagnerSenior AccountantView Profile, dylan wagner