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
Andrea McbrideSenior Vice President Wealth Management TechnologyView Profile, Andrea McbrideJose AzevedoChief Financial Officer IROView Profile, Jose AzevedoWilliam BowlesChief Financial OfficerView Profile, William Bowles