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 WeinsteinChief Investment Officer And Sr Managing DirectorView Profile, Josh WeinsteinChristopher TolmanSenior Vice President Wealth ManagementView Profile, Christopher TolmanAlex LamarreSr Director Distribution TransformationView Profile, Alex Lamarre