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
Josh LevitchFinance DirectorView Profile, Josh LevitchDave NoyleDirector Client Journey Financial PlanningView Profile, Dave NoyleMichael KephartTax DirectorView Profile, Michael Kephart