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
Steve PattonExecutive Director Of SalesView Profile, Steve PattonMichael McdonoughSenior Vice President RIA Family Office DistributionView Profile, Michael McdonoughLindsay HVP Direct To ConsumerView Profile, Lindsay H