Account Type****** ***Account Owner*** ******Account Opps/Deals*** ******Closed Won • Oct 24**K $Closed
****** *******Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Ronen RotsteinRegional President North AmericaView Profile, ronen rotsteinNoah MillerFounder Chief Advisory OfficerView Profile, noah millerSamantha JohnsonRegional Vice President Advanced Advisor Practices Elevate ServicesView Profile, samantha johnson