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
BillPresident & CFOJan 14 - PresentVestwellBoard MemberJan 23- Aug 24ArcadiaBoard Member, Audit Committee ChairJan 22- Dec 24
Mariano FurlongAssistant Treasury ManagerView Profile, Mariano FurlongRobert SollazzoSenior Associate Wealth PlannerView Profile, Robert SollazzoZachary WingFinancial ServicesView Profile, Zachary Wing