Account Type******* ******Account Owner***** ****Account Opps/Deals****** *******Closed Won • Dec 24***K $Closed
******* ****Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Flagstone Financial ManagementShareholder & Lead Wealth AdvisorAug 17 - PresentUnion Bank TrustInvestment OfficerMay 06- Aug 17
Robert TerrySenior Financial AnalystView Profile, robert terryRobert FungSenior Equity Research AnalystView Profile, robert fungKieran BoyleSenior Financial AnalystView Profile, kieran boyle