Account Type******* ****Account Owner******* ***Account Opps/Deals***** ***Closed Won • Nov 24***K $Closed
***** *******Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Nathaniel RobertsDirector Financial Planning Analysis Digital TechnologyView Profile, nathaniel robertsJoshua MonkDirector Of Wealth Management Senior Financial AdvisorView Profile, joshua monkJoanna Mcdaniel BurkeyIndependent Director Nasdaq CRVLView Profile, joanna mcdaniel burkey