Account Type**** *****Account Owner****** ***Account Opps/Deals*** ********Closed Won • Feb 25**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Adam LeeFinancial Solutions AdvisorView Profile, Adam LeeRyan GruhlkeControllerView Profile, Ryan GruhlkeLaura PiantedosiTax ManagerView Profile, Laura Piantedosi