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
Stacy SneadCredit CoordinatorView Profile, Stacy SneadBridget ShermanInvestment Operations AnalystView Profile, Bridget ShermanAnnika LeeSenior Wealth Strategy AssociateView Profile, Annika Lee