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
NoneRetiredNov 22 - PresentPolaris Wealth Advisory GroupManaging PartnerOct 15- Nov 22Merrill LynchFinancial ConsultantJun 95- Jul 98
Teaque LenahanManaging Partner And Group VP Travel And HospitalityView Profile, teaque lenahanShubham SinghFounderView Profile, shubham singhDanny HorowitzNASC SEC Business Deployment DirectorView Profile, danny horowitz