Account Type**** *****Account Owner******** *****Account Opps/Deals*** ******Closed Won • Jan 25**K $Closed
***** ********Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Andrea EsperCFOView Profile, Andrea EsperBenjamin HeadleyDirector Of FP AView Profile, Benjamin HeadleyJennifer HayesWealth Management ConsultantView Profile, Jennifer Hayes