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
Bill HallFinancial AdvisorView Profile, bill hallPete WootenFinancial AdvisorView Profile, pete wootenJennifer DeffendallSenior Tax AnalystView Profile, jennifer deffendall