Account Type***** ***Account Owner******** *****Account Opps/Deals******** ******Closed Won • Jan 25****K $Closed
****** ****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Tom WaldronRegional Vice PresidentView Profile, Tom WaldronChelsea BernsteinSenior Vice President Financial AdvisorView Profile, Chelsea BernsteinDavid LipshutzVice President Finance OperationsView Profile, David Lipshutz