Account Type******** ********Account Owner***** ***Account Opps/Deals*** ****Closed Won • Aug 24**K $Closed
******** ***Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Ivan OstapenkoAccount Executive Embedded PlatformView Profile, ivan ostapenkoMark SimpsonBusiness Consultant Licensed Associate BrokerView Profile, mark simpsonDave TaylorHelping Financial Advisors Build Consistent And Predictable PipelineView Profile, dave taylor