Account Type****** ******Account Owner******** ******Account Opps/Deals*** ********Closed Won • Aug 24**K $Closed
*** *******Worked in execs roles at *** together from 2021-2024****** ******Worked in the same department at *** together from 2021-2024
Martin Mcdonnell Grad Dip Qfa Flia CfpManaging DirectorView Profile, martin mcdonnell grad dip qfa flia cfp®Erik Asbjorn ArvidCOOView Profile, erik asbjørn arvidMary Clancy PeakManagerView Profile, mary clancy peak