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
Patrick KennyFinancial AdvisorView Profile, Patrick KennySiddaram SangolagiAssociateView Profile, Siddaram SangolagiClarissa Rosado JonesPrivate Client AdvisorView Profile, Clarissa Rosado Jones