Account Type******** ******Account Owner******** ****Account Opps/Deals******** *****Closed Won • Jan 25***K $Closed
****** *****Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Lisa ArdreyDirector Planner Communications Wealth PlanningView Profile, Lisa ArdreyAlex CrockettDirector MarketingView Profile, Alex CrockettCourtney DamjiFreelance Content MarketerView Profile, Courtney Damji