Account Type**** ***Account Owner***** ****Account Opps/Deals******** *****Closed Won • Jan 25**K $Closed
****** *****Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Sam GrantWealth AssociateView Profile, Sam GrantCraig McdonaldClient ManagerView Profile, Craig McdonaldLeah OwenBusiness Development DirectorView Profile, Leah Owen