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
Phillip EptingFinancial AdvisorView Profile, phillip eptingRuth FriedmanCFOView Profile, ruth friedmanMaria MartinezAssociateView Profile, maria martinez