Account Type*** ****Account Owner**** ******Account Opps/Deals******** ****Closed Won • Mar 25**K $Closed
*** ******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Barry LauFinancial Planning ManagerView Profile, Barry LauJulie LanningDirector Of Finance AdministrationView Profile, Julie LanningShelley LarsenInvestment Committee CoordinatorView Profile, Shelley Larsen