Account Type******** *******Account Owner*** *******Account Opps/Deals**** ***Closed Won • Dec 24**K $Closed
******** *****Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Josh GriffithsRetail GIPS Performance AnalystView Profile, josh griffithsRachel KerrFuture Financial PlannerView Profile, rachel kerrMark HusseyFinancial Services Management ConsultantView Profile, mark hussey