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
Vicki CarlsonFinancial ControllerView Profile, Vicki CarlsonJessica LukasAnalyst Principal FinanceView Profile, Jessica LukasChristopher BreachIndependent Financial PlannerView Profile, Christopher Breach