Account Type**** ****Account Owner******** ***Account Opps/Deals******* *******Closed Won • Oct 24***K $Closed
**** *****Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Beth James DavisVP Marketing Specialty Wealth Institutional Investment Solutions Investment Advisory GroupView Profile, beth james-davisGina MesmerVice President Demand GenerationView Profile, gina mesmerHeidi CooleySenior Vice President Chief Marketing OfficerView Profile, heidi cooley