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
Edward GergAgency OwnerView Profile, Edward GergTodd StorrsHead Of Wealth ManagementView Profile, Todd StorrsAlexander PhillipsCEO FounderView Profile, Alexander Phillips