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
James R GurmanFinancial AdvisorView Profile, james r. gurmanScottie NeilFinancial AdvisorView Profile, scottie neilDan GoudzwaardProfit Center ManagerView Profile, dan goudzwaard