Account Type***** ********Account Owner******* *******Account Opps/Deals******** *******Closed Won • Dec 24****K $Closed
**** ***Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Jake BlumWealth Managment AdvisorView Profile, jake blumTim SandersControllerView Profile, tim sandersJillian BaxterInvestment Administrative ManagerView Profile, jillian baxter