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
AstDividend SpecialistJan 15 - PresentComputershareBilling SpecialistJan 12- Jan 13BnyBilling SpecialistMay 95- Jan 12
Jason Anderson Financial Estate PlanningFinancial Planner ✮ Retirement Financial Advisor Speaker ✮ Estate Planning ExpertView Profile, Jason Anderson Financial Estate PlanningBrian LewisFinance ControllerView Profile, Brian LewisMaximilian MaxaSenior AssociateView Profile, Maximilian Maxa