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