Account Type******** *****Account Owner******** ****Account Opps/Deals****** *******Closed Won • Dec 24****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
Andy BrowneManaging ConsultantView Profile, andy browneJohn CheserieLicensed Real Estate AgentView Profile, john cheserieTitly BasuPSO ManagerView Profile, titly basu