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
Laurel DiazPAMM Investment Accounts ManagerView Profile, Laurel DiazMeredith MosleyBusiness ManagerView Profile, Meredith MosleySteve FarnhamDirector Financial Planning AnalysisView Profile, Steve Farnham