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
SignaturefdPartnerJul 17 - PresentSmith Howard Wealth Management LlcWealth PlannerSep 14- Jul 17Ameriprise Financial Services LlcParaplannerFeb 12- Sep 14
Pat PetroAdjunct Professor Private Practice PsychotherapistView Profile, Pat PetroKyle MarcottePrincipalView Profile, Kyle MarcotteRobin KuczeraServices Enablement AnalystView Profile, Robin Kuczera