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
Mason Investment Advisory Services IncChief Marketing and Development Officer - Institutional PracticeOct 03 - Present
Colleen RooneyVP Director Of Product MarketingView Profile, Colleen RooneyPeter IsaacsonChief Marketing OfficerView Profile, Peter IsaacsonKyle SteifVice President Digital Marketing And DesignView Profile, Kyle Steif