Account Type******** *******Account Owner****** ********Account Opps/Deals**** ********Closed Won • Oct 24**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024***** ******Worked in the same department at *** together from 2021-2024
Michael HorowitzPrincipal Institutional Equity SalesView Profile, michael horowitzSarah BlankFounding SalesView Profile, sarah blankDave TaylorHelping Financial Advisors Build Consistent And Predictable PipelineView Profile, dave taylor