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
Beacon TrustWealth StrategistApr 15 - PresentMahoney CohenTax ManagerJan 93- Jan 94Citizens Private WealthTax ManagerJan 90- Jan 93
Ron SzigettiGrowth ConsultantView Profile, Ron SzigettiJoseph BFounder And Chief StrategistView Profile, Joseph BMargaret ArmourPartner Strategy SupportView Profile, Margaret Armour