Account Type******* ********Account Owner****** *******Account Opps/Deals******* ******Closed Won • Nov 24****K $Closed
****** *****Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
Phil MccauleyVice President Portfolio Management Director Financial AdvisorView Profile, phil mccauleyFrancis OconnorVice President FinanceView Profile, francis o'connorSteve OlafsonVice President Financial AdvisorView Profile, steve olafson