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
Great Valley Advisor GroupChief Executive OfficerJan 14 - PresentAdvisorbobAdvisory Board MemberJan 16 - PresentStonebridge Wealth ManagementPartnerMay 19 - Present
Bradley HajartCo Founder Executive Vice PresidentView Profile, Bradley HajartKwabena AgyemanPresident Cofounder Full TimeView Profile, Kwabena AgyemanBrian SmithChief Executive OfficerView Profile, Brian Smith