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
Charlotte KennedyFinancial PlannerView Profile, charlotte kennedyGeorge PearceSenior AssociateView Profile, george pearceMegan CarpenterInvestment CounselorView Profile, megan carpenter