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
Lauren Taylor JeterRetirement Plan ConsultantView Profile, Lauren Taylor JeterLisa MatherlyAdvisory Board MemberView Profile, Lisa MatherlyMark WilliamsManaging DirectorView Profile, Mark Williams