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
Robert PughInvestment Advisor Representative Registered RepresentativeView Profile, Robert PughDaphne RapinCFOView Profile, Daphne RapinEric McleanPrivate Wealth Management Specialist Private ClientView Profile, Eric Mclean