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
Randy KluegerVP FinanceView Profile, Randy KluegerPaul JacksonManaging Director Wealth Management Family Wealth Director Financial AdvisorView Profile, Paul JacksonColleen Wack GotlingVP Product And Financial PlanningView Profile, Colleen Wack Gotling