Account Type***** *****Account Owner******** *****Account Opps/Deals*** *****Closed Won • Feb 25**K $Closed
**** ******Worked in execs roles at *** together from 2021-2024******** *****Worked in the same department at *** together from 2021-2024
Kelly KlingamanFounder Financial PlannerView Profile, Kelly KlingamanCassandra FuentesFinancial Education ManagerView Profile, Cassandra FuentesMolly CapePricing AssistantView Profile, Molly Cape