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
Kyle EvensenTechnology Finance Manager VPView Profile, kyle evensenDavid Haslam CfpSenior Portfolio ManagerView Profile, david haslam cfp®Caroline WatkinsManager Private Equity AccountsView Profile, caroline watkins