Account Type****** ********Account Owner******* ****Account Opps/Deals*** *****Closed Won • Jul 24**K $Closed
****** *****Worked in execs roles at *** together from 2021-2024****** ********Worked in the same department at *** together from 2021-2024
Rubach Wealth Holistic Family Advisors™PresidentNov 12 - PresentOffice Of The Public GuardianMember of the Investment Advisory CommitteeJan 19 - PresentTranspodAdvisory BoardOct 18 - Present
Julie BrownPresidentView Profile, julie brownMatthew JevneVice President Information TechnologyView Profile, matthew jevneEthan LeePresidentView Profile, ethan lee