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
Jason CohenPrivate Equity AssociateView Profile, Jason CohenJohn BaileyInterim CFOView Profile, John BaileyDavid WrobelFinancial Planner At TD Wealth Financial PlanningView Profile, David Wrobel