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
Matt ConnollyAssociate BrokerView Profile, Matt ConnollyHassan RizviAccount Executive Mid MarketView Profile, Hassan RizviDave TaylorHelping Financial Advisors Build Consistent And Predictable PipelineView Profile, Dave Taylor