Account Type*** *******Account Owner******** ***Account Opps/Deals******* ******Closed Won • Nov 24**K $Closed
***** ********Worked in execs roles at *** together from 2021-2024**** ******Worked in the same department at *** together from 2021-2024
Bok FinancialDirector of Business InnovationJan 18 - PresentCreative OklahomaFounding Board Member & TreasurerJan 04- Jan 15
Andrew Drew SeeligSenior Director Global Wealth Asset Management Solutions Strategy Salesforce IndustriesView Profile, andrew (drew) seeligAndrew JamesSenior Digital Acquisition StrategistView Profile, andrew jamesSusan ConnellyPrincipal PlannerView Profile, susan connelly