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
Kevin JonesFinancial AdvisorView Profile, Kevin JonesAsha KakarlaHead Of FinanceView Profile, Asha KakarlaTracey FerriterM A Tax PartnerView Profile, Tracey Ferriter