Account Type*** ****Account Owner*** ******Account Opps/Deals******* ******Closed Won • Dec 24****K $Closed
******** *******Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Ryan J FreyInfinite Banking AdvisorView Profile, ryan j freyJordan FennFinancial Operations AnalystView Profile, jordan fennBrady MarlowDirector Wealth Strategy Carson Private ClientView Profile, brady marlow