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
Adam SokolicChief Operating Officer Retirement Private WealthView Profile, adam sokolicJessica Villela ClarkExecutive Meetings ManagerView Profile, jessica villela-clarkWill StevensChief Technology OfficerView Profile, will stevens