Account Type**** *****Account Owner**** ****Account Opps/Deals*** ****Closed Won • Dec 24****K $Closed
******** ***Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Terrie Ann LyonClient Services CoordinatorView Profile, terrie-ann lyonRyan DachenhausenHead Of Client Onboarding Services Retail InvestorsView Profile, ryan dachenhausenChloe DayClient Services AssistantView Profile, chloe day