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
Dana VollkommerPortfolio Reporting ManagerView Profile, Dana VollkommerPam ReddieDirector Investment OperationsView Profile, Pam ReddieGreg RobertoWealth ManagerView Profile, Greg Roberto