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
Clay EvansVice President Private Wealth AdvisorView Profile, clay evansAndrew CantoreSenior Vice President Of Finance Operations Financial Planning AnalysisView Profile, andrew cantoreDerrick AlmassySenior Director InvestmentsView Profile, derrick almassy