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
Patrick StevensDirector Investment OperationsView Profile, Patrick StevensBrandon HeidSenior Financial Planning Practice Management ConsultantView Profile, Brandon HeidChen AviHead Of Finance Operations And CollectionsView Profile, Chen Avi