Account Type***** ***Account Owner****** ****Account Opps/Deals*** ********Closed Won • Oct 24***K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
David BledsoeFVP Information Services Manager Private Wealth ManagementView Profile, david bledsoeVictoria WestTraining Content Creator Global TrainerView Profile, victoria westWill SheridanPartnerView Profile, will sheridan