Account Type***** ********Account Owner******* *****Account Opps/Deals****** ********Closed Won • Feb 25**K $Closed
*** ****Worked in execs roles at *** together from 2021-2024*** ********Worked in the same department at *** together from 2021-2024
Jennifer FinnSenior Director Member Engagement Marketing SalesView Profile, Jennifer FinnBruce RyanSr Director Global MarketingView Profile, Bruce RyanColin MccarthyVice President RIA Family Office Market LeaderView Profile, Colin Mccarthy