Account Type****** ****Account Owner**** ******Account Opps/Deals******** ******Closed Won • Mar 25***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
Sarah RayneyIntegrated Maintenance Repair ForecasterView Profile, Sarah RayneyEva MaassExecutive Assistant To The CEO Project ManagerView Profile, Eva MaassGabriella CiprianoBusiness ConsultantView Profile, Gabriella Cipriano