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
Fiona Darcy CdirDirector InvestorView Profile, Fiona Darcy CdirJoshua BurgessDirector Of FP AView Profile, Joshua BurgessShankar SaravananSenior Managing Director Head Of Wealth Products And SolutionsView Profile, Shankar Saravanan