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
Dan FellerVP Of Client ExperienceView Profile, Dan FellerHugh Forestier WalkerOwnerView Profile, Hugh Forestier WalkerJoaquin SantosMember Of The Board Of AdvisorsView Profile, Joaquin Santos