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
Subir DasFinance ManagerView Profile, Subir DasLisa ThuerPartner Wealth AdvisorView Profile, Lisa ThuerEllen HughesStrategic Accounts Financial ServicesView Profile, Ellen Hughes