Account Type*** ****Account Owner******** ***Account Opps/Deals*** ****Closed Won • Feb 25****K $Closed
****** ******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Truett HankersonFinancial AdvisorView Profile, Truett HankersonHelen DanielFinancial ProfessionalView Profile, Helen DanielJamie PorterControllerView Profile, Jamie Porter