Account Type**** ******Account Owner******** ******Account Opps/Deals******** ***Closed Won • Dec 24***K $Closed
***** ***Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Brad MargisonFirst Vice President Wealth ManagementView Profile, brad margisonXavier DebaneVice President Transformation Office Global Wealth Asset ManagementView Profile, xavier debaneLauren DestefanoChief Financial OfficerView Profile, lauren destefano