Account Type***** ****Account Owner***** ******Account Opps/Deals******** ********Closed Won • Oct 24**K $Closed
******* *****Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Thomas R DaviesWealth AdvisorView Profile, thomas r daviesJeff ZuckermanPrincipal Chief Investment OfficerView Profile, jeff zuckermanAlexandre GuillotPartnerView Profile, alexandre guillot