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
Bill GreenIndependent Financial ConsultantView Profile, Bill GreenLindsay KosnikSenior Wealth Advisor Portfolio ManagerView Profile, Lindsay KosnikTimothy CAssociateView Profile, Timothy C