Account Type******* *******Account Owner***** ******Account Opps/Deals*** ******Closed Won • Jan 25***K $Closed
****** *******Worked in execs roles at *** together from 2021-2024******** ***Worked in the same department at *** together from 2021-2024
Wellesley Hills Financial LlcManaging DirectorJan 24 - PresentHudson DataAdvisorJan 22 - PresentEquiemAdvisorJan 22- Jan 24
Kathryn McgettiganFund CoordinatorView Profile, Kathryn McgettiganRyan DowdeyHCM Solutions ConsultantView Profile, Ryan DowdeyPorter McdonaldManaging DirectorView Profile, Porter Mcdonald