Account Type***** ***Account Owner****** ****Account Opps/Deals****** ****Closed Won • Feb 25**K $Closed
****** *******Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Neil WoodmanSenior Vice President FinanceView Profile, Neil WoodmanKiesha GivensSenior Vice President Wealth Management OperationsView Profile, Kiesha GivensJohn MorrisVP Of FinanceView Profile, John Morris