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
Craig RobinsonClient Delivery And Operations DirectorView Profile, Craig RobinsonLauren ColeSenior Director Customer EducationView Profile, Lauren ColeCorinne MorySenior Client Relationship Manager Team Head Wealth Management GenevaView Profile, Corinne Mory