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
Rebecca E LillyFamily Wealth Director Vice President Financial AdvisorView Profile, Rebecca E LillyKunal ShahFounding Team Group CFO Head Retail ServicesView Profile, Kunal ShahMarty HomanSenior Vice President FinanceView Profile, Marty Homan