Account Type***** *******Account Owner**** *******Account Opps/Deals***** ********Closed Won • Nov 24***K $Closed
******** *****Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Dave TaylorHelping Financial Advisors Build Consistent And Predictable PipelineView Profile, dave taylorTravis BogenerRegional Vice President Of SalesView Profile, travis bogenerAlex GriffinEnterprise Account ManagerView Profile, alex griffin