Account Type****** ****Account Owner******** ********Account Opps/Deals**** ***Closed Won • Aug 24***K $Closed
******** ******Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Rick DoerrSenior Wealth Advisor Portfolio ManagerView Profile, rick doerrAndreas ZengerGeneral Manager OperationsView Profile, andreas zengerMeghan CastaldoLead Virtual Event MarketingView Profile, meghan castaldo