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
Karl V KimballManaging Director Partner Wealth AdvisorView Profile, Karl V KimballWinston C SmithPrincipal And FounderView Profile, Winston C SmithPete PetersenManaging OwnerView Profile, Pete Petersen