Account Type****** ********Account Owner**** ********Account Opps/Deals****** *******Closed Won • Jan 25****K $Closed
*** ***Worked in execs roles at *** together from 2021-2024******* *****Worked in the same department at *** together from 2021-2024
John FillmoreAdvisorView Profile, John FillmoreOliver NiehuesConsultantView Profile, Oliver NiehuesDemi SarafisTailored Investment Reporting ManagerView Profile, Demi Sarafis