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
Jennifer L RoyalDirector Business Consulting Retirement Private WealthView Profile, Jennifer L RoyalJake DarleyAdvisorView Profile, Jake DarleyNirit WeinbachPartnerView Profile, Nirit Weinbach