Account Type******* *****Account Owner*** *****Account Opps/Deals******** ********Closed Won • Jan 25***K $Closed
******** ******Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
David CranstounUS Firm ControllerView Profile, David CranstounBrian BergFinancial AdvisorView Profile, Brian BergAaron MeyerAssistant ControllerView Profile, Aaron Meyer