Account Type**** ***Account Owner**** *****Account Opps/Deals**** ****Closed Won • Jun 24***K $Closed
******** *****Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Addie LernerFounder Managing PartnerView Profile, addie lernerSamantha JohnsonRegional Vice President Advanced Advisor Practices Elevate ServicesView Profile, samantha johnsonJohn MahoneyOwner PresidentView Profile, john mahoney