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
NorthstarFinancial PlannerDec 24 - PresentDentist AdvisorsFinancial AdvisorMay 23- Oct 24SecfiFinancial AdvisorDec 22- May 23
Cillian DevlinCFO COOView Profile, Cillian DevlinKate GrosvenorFinance And Operations ManagerView Profile, Kate GrosvenorRenu ThapliyalAssistant ControllerView Profile, Renu Thapliyal