Account Type***** ****Account Owner******** ***Account Opps/Deals**** *****Closed Won • Feb 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
Chelsey ScottCreative Strategy ConsultantView Profile, Chelsey ScottMarc SteinGlobal Strategic Alliances GS IsView Profile, Marc SteinMichael McguiganData And AI Value Strategy ConsultantView Profile, Michael Mcguigan