Account Type******** ******Account Owner******** *****Account Opps/Deals****** ****Closed Won • Nov 24**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024**** ********Worked in the same department at *** together from 2021-2024
Russell LivesayInvestment Advisor PartnerView Profile, russell livesaySteve WolfeFinancial Operations AssociateView Profile, steve wolfeAnna MillermanStrategic Partnerships Manager Financial ProductsView Profile, anna millerman