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
Robert DottoManager Financial Planning AnalysisView Profile, robert dottoShannon KiefControllerView Profile, shannon kiefNicholas KeatsFinancial PlannerView Profile, nicholas keats