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
Alexis FormatoOnboarding SpecialistView Profile, alexis formatoSerge KanikiGroup Manager Wealth OnboardingView Profile, serge kanikiTristen SleeperSenior Customer Success ManagerView Profile, tristen sleeper