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
Jake CaouetteMarketing Manager New Financial AdvisorsView Profile, jake caouetteLarissa Arnault RoachAssociate Director Brand Creative EventsView Profile, larissa arnault roachChrissy FichtlOwnerView Profile, chrissy fichtl