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
Waynewright MalcolmChief Financial OfficerView Profile, Waynewright MalcolmCheryl SmithPrivate Wealth Manager Managing DirectorView Profile, Cheryl SmithJustin GavinSr Director Of FP AView Profile, Justin Gavin