Account Type***** *******Account Owner******** ****Account Opps/Deals****** ******Closed Won • Nov 24**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
ClickupAdvisor - COO OfficeJan 24 - PresentAcquire ComAdvisorSep 20- Sep 24Blue Pallet AcquiredAdvisorSep 21- Oct 23
Laurent FinkielsztejnPresident DassociationView Profile, laurent finkielsztejnDavid OdmarkChief Of SecurityView Profile, david odmarkForrest WilsonEVP Chief Retirement Services OfficerView Profile, forrest wilson