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
Brad DavisDirector Personal Retirement PlanningView Profile, brad davisChristopher MorelloDirector Of AccountingView Profile, christopher morelloMarc SpitznerDirector Investment OperationsView Profile, marc spitzner