Account Type**** ***Account Owner******* ****Account Opps/Deals***** ********Closed Won • Oct 24***K $Closed
*** ****Worked in execs roles at *** together from 2021-2024******** *******Worked in the same department at *** together from 2021-2024
Dan Mcmanus Qfa RpaFinancial AdvisorView Profile, dan mcmanus qfa rpaLisa CadotteCRO Investments Inv Mgt GroupView Profile, lisa cadotteDaniel MooreWealth ManagerView Profile, daniel moore