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
Logan BurnsAssociate Wealth Management Advisor Reineke Roush Financial Planning GroupView Profile, Logan BurnsPatrycja ZalasinskaTaxable Employee Benefits ManagerView Profile, Patrycja ZalasinskaPeter WiederspanCFOView Profile, Peter Wiederspan