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
Kelly KSenior Revenue AccountantView Profile, kelly k.Glen Yee Cfp FcsiSenior Wealth AdvisorView Profile, glen yee cfp fcsiKatherine HristouSr Financial AnalystView Profile, katherine hristou