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
Bill HamiltonChief Financial OfficerView Profile, Bill HamiltonMatt RansomVice President New Financial Advisor DevelopmentView Profile, Matt RansomThomas W CaseyChief Financial OfficerView Profile, Thomas W Casey