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
Brian KellyPresidentView Profile, brian kellyAdam SokolicChief Operating Officer Retirement Private WealthView Profile, adam sokolicRamya ParasharExec Board MemberView Profile, ramya parashar