Account Type***** ***Account Owner*** *****Account Opps/Deals***** ****Closed Won • Jan 25****K $Closed
******** ****Worked in execs roles at *** together from 2021-2024****** ***Worked in the same department at *** together from 2021-2024
Brown AdvisoryPartner, Director of Family OfficeNov 18 - PresentSignature Family Wealth AdvisorsDirectorJan 14- Nov 18Aristotle CircleRegional Educational AdvisorDec 12- Dec 14
Duncan CrawfordAccount CTOView Profile, Duncan CrawfordCraig EnglishBroker Owner PresidentView Profile, Craig EnglishJoe BakerVice PresidentView Profile, Joe Baker