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
Balance Financial ManagementFounder & CEOAug 09 - PresentKiva CoworkVisionary, Co-Founder and Managing MemberNov 13 - PresentWorld Investment Advisors Formerly PensionmarkChief Financial OfficerApr 20- Feb 25
Aron SolbergCo Founder CEOView Profile, Aron SolbergBrock BoydPresidentView Profile, Brock BoydSarah MortonFounderView Profile, Sarah Morton