Account Type*** ******Account Owner***** ****Account Opps/Deals****** *****Closed Won • Nov 24**K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Brian BensonWealth AdvisorView Profile, brian bensonAdam KrutsingerInvestorView Profile, adam krutsingerRyan LarsonFinance Operations Customer SpecialistView Profile, ryan larson