Account Type****** ***Account Owner*** ********Account Opps/Deals****** *****Closed Won • Feb 25***K $Closed
*** ******Worked in execs roles at *** together from 2021-2024****** *******Worked in the same department at *** together from 2021-2024
Scott McadaraCo FounderView Profile, Scott McadaraMark EberleSenior Vice President Wealth AdvisorView Profile, Mark EberleFelix NeumannCo Founder COOView Profile, Felix Neumann