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
Beacon TrustWealth StrategistApr 15 - PresentMahoney CohenTax ManagerJan 93- Jan 94Citizens Private WealthTax ManagerJan 90- Jan 93
Theresa LawsonDirector Technology StrategyView Profile, theresa lawsonSacha RossCorporate Partner Advising High Growth Companies And V CsView Profile, sacha rossBrian C GorgesSr Manager Partner Portfolio StrategyView Profile, brian c. gorges