Account Type***** ****Account Owner**** ***Account Opps/Deals******* ****Closed Won • Feb 25**K $Closed
****** ***Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Jerry LiuChief Financial OfficerView Profile, Jerry LiuAngus GrahamFinance COO And Finance Integration LeadView Profile, Angus GrahamRenee SantanniChief Administrative Officer U S Bank Wealth ManagementView Profile, Renee Santanni