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
Steven ScottPickerView Profile, Steven ScottLisa SteeleProject SpecialistView Profile, Lisa SteeleKristin SchrubbeVP Operations Manager Affluent Wealth ManagementView Profile, Kristin Schrubbe