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
Sam RosenbrockAVP RIA Business DevelopmentView Profile, Sam RosenbrockBrad ElamSenior Vice President Business DevelopmentView Profile, Brad ElamGal SteinbergSVP AlliancesView Profile, Gal Steinberg