Account Type******* ****Account Owner*** ***Account Opps/Deals******** ****Closed Won • Feb 25**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Sam JohnsonRegional Financials Lead EastView Profile, Sam JohnsonDaniel M Johnson CfpCERTIFIED FINANCIAL PLANNERView Profile, Daniel M Johnson CfpBrian SewardAccountantView Profile, Brian Seward