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
John GordonDirector Private EquityView Profile, John GordonEric LoDirector Of Financial PlanningView Profile, Eric LoSean SaintHead Of Investment ResearchView Profile, Sean Saint