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
David ReaCFO COOView Profile, david reaTom MoranCEO Board Financial Services Insurance PracticeView Profile, tom moranJames ThilkingSenior Vice President Senior Portfolio Manager Financial AdvisorView Profile, james thilking