Account Type****** *******Account Owner******** *******Account Opps/Deals*** ***Closed Won • Oct 24**K $Closed
******** *******Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Kevin ForouzeshVice President InvestmentsView Profile, kevin forouzeshBrendon KellyVice President RetirementView Profile, brendon kellyMorgan WilwolManaging Director FinanceView Profile, morgan wilwol