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
Liya SheerDirector FinanceView Profile, Liya SheerDaniel SteinInvestorView Profile, Daniel SteinMegan BlundellAssociate Advisor And Financial PlannerView Profile, Megan Blundell