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
Daniella CAssociate Investment AdvisorView Profile, Daniella CLewis TierneyLedger BennettView Profile, Lewis TierneyHeather MckinneyLicensed Insurance AgentView Profile, Heather Mckinney