Account Type******* *****Account Owner**** *****Account Opps/Deals****** *****Closed Won • Nov 24***K $Closed
******* ********Worked in execs roles at *** together from 2021-2024******* *******Worked in the same department at *** together from 2021-2024
Sean McguiganVice President Of FP AView Profile, sean mcguiganDennis BuenaventuraPrivate Client Advisor Vice President InvestmentsView Profile, dennis buenaventuraMichael J BernardV P Chief Tax OfficerView Profile, michael j. bernard