Account Type***** ****Account Owner***** ********Account Opps/Deals***** *****Closed Won • Dec 24***K $Closed
****** ********Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Casey HuntPortfolio Manager Investment AdvisorView Profile, casey huntMargaret HadleyAssistant ControllerView Profile, margaret hadleyDuncan StevensFinancial PlanningView Profile, duncan stevens