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
Emily TaylorService Delivery Lead WealthView Profile, emily taylorKacy ReitnauerAssociate State PolicyView Profile, kacy reitnauerJosh BestwickFounderView Profile, josh bestwick