Account Type*** ****Account Owner***** ***Account Opps/Deals**** ******Closed Won • Jul 24**K $Closed
******* *******Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Greg MickelsenRegional Vice President Of SalesView Profile, greg mickelsenMatt Van Der BoschChief Growth OfficerView Profile, matt van der boschJudy ErdmanVice President RIA Segment Fidelity InstitutionalView Profile, judy erdman