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
Julia Shaw CemapFinancial Planning ConsultantView Profile, julia shaw cemapMichelle WilliamsBudget ManagerView Profile, michelle williamsDan CrispHead Of Financial Planning AnalysisView Profile, dan crisp