Account Type******* ********Account Owner****** *****Account Opps/Deals**** ****Closed Won • Aug 24**K $Closed
*** *******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Claudia HarveyPresident BG Wealth GroupView Profile, claudia harveyAllison WhiteAngel InvestorView Profile, allison whiteJonathan SnarePartnerView Profile, jonathan snare