Account Type****** ****Account Owner**** ***Account Opps/Deals******** *******Closed Won • Jan 25**K $Closed
**** ******Worked in execs roles at *** together from 2021-2024*** ****Worked in the same department at *** together from 2021-2024
Carletta Seay FoglePrivate Client AdvisorView Profile, Carletta Seay FogleJack HockerAccount Executive Financial Services Growth BusinessView Profile, Jack HockerSau Lin LiFund Accountant ManagerView Profile, Sau Lin Li