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
Heather VisserControllerView Profile, Heather VisserDavid HarrisPartner Wealth ManagerView Profile, David HarrisTony TompkinsInterim CFOView Profile, Tony Tompkins