Account Type****** ***Account Owner******* *****Account Opps/Deals******* ***Closed Won • Nov 24***K $Closed
****** ******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Peter LevinsonSenior Financial Advisor Senior Vice PresidentView Profile, peter levinsonAllen JarboeChief Financial OfficerView Profile, allen jarboeZachary M WorkmanVice President Wealth StrategistView Profile, zachary m. workman