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
Joshua MayAssociate Wealth AdvisorView Profile, Joshua MayWilliam OpreaFund PartnershipsView Profile, William OpreaDavid ClarkeInvestorView Profile, David Clarke