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
Guy MagenPrivate Wealth Advisor International Client AdvisorView Profile, Guy MagenKelly DueFinancial Reporting AnalystView Profile, Kelly DueBrian OneillTax PartnerView Profile, Brian Oneill