Account Type**** ****Account Owner***** ******Account Opps/Deals**** ********Closed Won • Feb 25****K $Closed
**** ********Worked in execs roles at *** together from 2021-2024*** ***Worked in the same department at *** together from 2021-2024
Stephanie TanExecutive Vice President Head Of Investor DevelopmentView Profile, Stephanie TanBryan PlottsChief Financial OfficerView Profile, Bryan PlottsKiesha GivensSenior Vice President Wealth Management OperationsView Profile, Kiesha Givens