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
Dikla PintoChief Financial OfficerView Profile, dikla pintoKim BournChief Financial OfficerView Profile, kim bournChase HenleyVice President Portfolio Management Director Financial Planning Specialist Financial AdvisorView Profile, chase henley