Account Type******** *****Account Owner*** ***Account Opps/Deals******** ******Closed Won • Oct 24***K $Closed
******** ***Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
William BlairManaging Director, Wealth Advisor at William BlairSep 21 - PresentBrown AdvisoryPortfolio ManagerMay 06- Sep 21
Kyle RogersSVP Of FinanceView Profile, kyle rogersJoe SulenticInvestment Banking Vice PresidentView Profile, joe sulenticLori CaddellChief Accounting OfficerView Profile, lori caddell