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
Raseika DennisNPS CHAMPIONView Profile, Raseika DennisBeau DanekSenior Account Executive Mid MarketView Profile, Beau DanekKristin HayesSenior Regional Manager Schwab Wealth Advisory TMView Profile, Kristin Hayes