Bob Simpson, Wealth Stewards Inc | Find your best path for intro

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Last interaction was ** days ago.

*** and **** are the closest.

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Account Type*** ********

Account Owner****** *******

Account Opps/Deals

***** ****

Closed Won • Aug 24

***K $

Closed

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****** ********

Past Champion

***** ******

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******** ********

Worked in execs roles at *** together from 2021-2024

******* *****

Worked in the same department at *** together from 2021-2024

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