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
Patrick CaffreyPartner Tax Planning Financial AdvisorView Profile, Patrick CaffreyRussell LivesayInvestment Advisor PartnerView Profile, Russell LivesayEllis MundayFinancial ControllerView Profile, Ellis Munday