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
Lindsay KosnikSenior Wealth Advisor Portfolio ManagerView Profile, Lindsay KosnikSophie PickardGroup Financial ControllerView Profile, Sophie PickardJonathan BellerDirector Of FinanceView Profile, Jonathan Beller