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
Rich MertzDirector Performance ManagementView Profile, Rich MertzDanielle PennacchiaVice President Virtual Engagement Associate Program COO Team Wealth ManagementView Profile, Danielle PennacchiaJinan YounisFounderView Profile, Jinan Younis