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
Ryan CaldwellSenior Director E CommerceView Profile, Ryan CaldwellBeth James DavisVP Marketing Specialty Wealth Institutional Investment Solutions Investment Advisory GroupView Profile, Beth James DavisJonathan UbriVice President Digital MarketingView Profile, Jonathan Ubri