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

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Last interaction was ** days ago.

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Account Type*** ***

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

Account Opps/Deals

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Closed Won • Jan 25

**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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