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
Suzanne StroudWealth Management Advisor Vice PresidentView Profile, Suzanne StroudSean CorsonChief Financial Officer Co FounderView Profile, Sean CorsonLuke BennettChief Financial OfficerView Profile, Luke Bennett