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
James HagertyWealth Advisor PrincipalView Profile, James HagertyRachel VowlesHead Of Financial AccountingView Profile, Rachel VowlesBradley A WinklerCOO CFOView Profile, Bradley A Winkler