Account Type****** *****Account Owner****** ******Account Opps/Deals******** *****Closed Won • Dec 24***K $Closed
**** ********Worked in execs roles at *** together from 2021-2024**** ****Worked in the same department at *** together from 2021-2024
Morgan StanleyExecutive DirectorApr 21 - PresentWells Fargo AdvisorsPrivate Wealth Financial AdvisorSep 06- Apr 21
Kurt WedigFounder President CEOView Profile, kurt wedigAshlee HoaglandChief Operating OfficerView Profile, ashlee hoaglandMark HodgesFounding PartnerView Profile, mark hodges