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
Mary Jo KohmanFinancial Advisor Chief Operating OfficerView Profile, Mary Jo KohmanRyan WolfsonVice President Direct InvestmentsView Profile, Ryan WolfsonMike GedeonChief Financial OfficerView Profile, Mike Gedeon