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
Dan DionneFinancial AdvisorView Profile, Dan DionnePaul LandryDirector Of FinanceView Profile, Paul LandryDavid KimPortfolio ManagerView Profile, David Kim