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
John DunayChief Financial OfficerView Profile, john dunayAnna BakalovaVP FinanceView Profile, anna bakalovaMatthew DunphyFinancial Advisor Chief Operating Officer Morgan Wealth Advisory GroupView Profile, matthew dunphy