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
Don BertrandDirector Financial PlanningView Profile, don bertrandTaryn Isherwood PhelanManager Financial Services Consulting Business TransformationView Profile, taryn isherwood phelanJuan Gomez Acebo GassetDirector FinancieroView Profile, juan gomez-acebo gasset