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
John K Mcgill Company IncTax and Business Planning AdvisorFeb 18- Jun 22Dimensional Fund AdvisorsAssociateJun 16- Jan 18United Capital Financial Advisors LlcWealth ManagerMar 14- Jun 16
Rotem SontagAssociateView Profile, Rotem SontagMartin MahoneyPhysicianView Profile, Martin MahoneyPhoebe Jordan ReillyDevelopment EditorView Profile, Phoebe Jordan Reilly