Account Type******* ***Account Owner**** *******Account Opps/Deals******* ****Closed Won • Oct 24****K $Closed
*** ******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Phil MccauleyVice President Portfolio Management Director Financial AdvisorView Profile, phil mccauleyBrodie FairgrieveFinancial ControllerView Profile, brodie fairgrieveTaylor McelheneyOnboarding Accounting ManagerView Profile, taylor mcelheney