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
Emily KoochelManager Financial WellnessView Profile, emily koochelJordan ChaseAnti Financial Crime Controls ManagerView Profile, jordan chaseThomas CoughlanFinancial Planning ManagerView Profile, thomas coughlan