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
Dan MccarthyCo Founder PresidentView Profile, Dan MccarthyMark MarkarianSenior Vice President Wealth Management ConsultantView Profile, Mark MarkarianErin PorterChief Operating OfficerView Profile, Erin Porter