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
Lifeworks AdvisorsPartnerMay 24 - PresentVincere TaxFounderJan 21 - PresentPolaris Wealth Advisory GroupDirectorMar 17- Dec 17
Liam ByrneSenior Vice PresidentView Profile, Liam ByrneJonathan LaorPresidentView Profile, Jonathan LaorPaul KivlehanVice PresidentView Profile, Paul Kivlehan