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
Frances JosephVice President Private Wealth AdvisorView Profile, Frances JosephAndy JohnsonManaging Director Of InvestmentsView Profile, Andy JohnsonSarah SpojaChief Financial OfficerView Profile, Sarah Spoja