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
Robert Bob WallaceChief Operating Officer CFOView Profile, robert (bob) wallaceTravis BivinsDirector FP AView Profile, travis bivinsMikki BarrancoFinancial Advisor AssistantView Profile, mikki barranco