Account Type******** ********Account Owner******* ****Account Opps/Deals**** ********Closed Won • Aug 24**K $Closed
****** *******Worked in execs roles at *** together from 2021-2024*** ******Worked in the same department at *** together from 2021-2024
Phil MccauleyVice President Portfolio Management Director Financial AdvisorView Profile, phil mccauleyMike HaddenSr Director Of SalesView Profile, mike haddenSara ParadisoManager Student EngagementView Profile, sara paradiso