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
BallerineAdvisorJan 25 - PresentToken SecuritySales AdvisorJul 24 - PresentWilcoSales AdvisorJul 24 - Present
Jay FerrisExecutive Sales DirectorView Profile, jay ferrisPeter FinnSenior Enterprise Account ExecutiveView Profile, peter finnAmanda UrbanClient Services Coordinator Advisory & Transaction ServicesView Profile, amanda urban