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
Causeway Securites Llc UsRegional DirectorJan 25 - PresentRafa AiStrategic AdvisorAug 24 - PresentCim GroupVice President - Private Wealth PartnersSep 22- Jul 24
John MorelliManaging PartnerView Profile, John MorelliPaige Norkus PriestDirector Of AdministrationView Profile, Paige Norkus PriestMike HooleyHead Of CopyView Profile, Mike Hooley