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
David LeeTax SpecialistView Profile, David LeeStefan KoenigInvestor AdvisorView Profile, Stefan KoenigKaren MarshallFinance ManagerView Profile, Karen Marshall