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
Dan OconnellVice President Of SalesView Profile, Dan OconnellMilica VidovichVice President Sales MarketingView Profile, Milica VidovichMichael McdonoughSenior Vice President RIA Family Office DistributionView Profile, Michael Mcdonough