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
Rob SnyderWealth Management Lead AdvisorView Profile, rob snyderCatherine ChangFinance Admin ManagerView Profile, catherine changBlair DuncanCFOView Profile, blair duncan