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
Andries DienerExecutive Director Investment OperationsView Profile, andries dienerMatt RansomVice President New Financial Advisor DevelopmentView Profile, matt ransomKatherine ArmstrongSenior Vice President Tax At PSGView Profile, katherine armstrong