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
Auxilia RayanWealth Management AdministratorView Profile, auxilia rayanAlana HarveyHead Of Group FP AView Profile, alana harveyPatrick Sean Kelley4 As Board Of GovernorsView Profile, patrick sean kelley