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
Baystate FinancialFinancial Planning ConsultantApr 22 - PresentMcadam FinancialFinancial AdvisorSep 20- Apr 22
Adeel MirzaM AView Profile, adeel mirzaRebecca FoyFinancial OperationsView Profile, rebecca foyCiera ParkerBankerView Profile, ciera parker