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
Faxio Private WealthFounder & Managing PartnerDec 22 - PresentPrudential FinancialFinancial AdvisorMay 19- Dec 22Morgan StanleyFinancial AdvisorSep 15- Feb 19
Paul SelfRVP EnterpriseView Profile, Paul SelfAdam MartFounder DirectorView Profile, Adam MartJoe KennedyCo FounderView Profile, Joe Kennedy