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
Josh NixFinancial AdvisorView Profile, Josh NixJamie SwetmanFinance ManagerView Profile, Jamie SwetmanAbby NgaiAccountant IIIView Profile, Abby Ngai