Account Type******** ***Account Owner******* *****Account Opps/Deals*** *****Closed Won • Dec 24****K $Closed
******* ****Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Clay EvansVice President Private Wealth AdvisorView Profile, clay evansMolly WilliamsCFO Services DirectorView Profile, molly williamsConnor WeissChief Financial OfficerView Profile, connor weiss