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
Max OsbonManaging Partner OwnerView Profile, Max OsbonPaul WeeksManaging Director Market ExecutiveView Profile, Paul WeeksTravis NelsonVP Head Of Advisor ServicesView Profile, Travis Nelson