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
Dave TaylorHelping Financial Advisors Build Consistent And Predictable PipelineView Profile, Dave TaylorDavid SkuyBusiness Development ExecutiveView Profile, David SkuyAugustin PetitMarketplace Integrations PartnershipsView Profile, Augustin Petit