Account Type****** ******Account Owner*** ******Account Opps/Deals*** ******Closed Won • Feb 25***K $Closed
******** *****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Caroline RobertsInvestment Associate Public Fixed IncomeView Profile, Caroline RobertsMichael DavisAssociate Financial Advisor PlannerView Profile, Michael DavisKarin HuberFinance Accounting AssistantView Profile, Karin Huber