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
Cuesta PartnersPartnerOct 22 - PresentLiberty Advisor GroupPartnerJul 15- Apr 22PwcManagerNov 10- Jul 15
Artemisa KarafiliAgency Management LeadView Profile, Artemisa KarafiliChris ThornhamPartnerView Profile, Chris ThornhamRyan KolePartnerView Profile, Ryan Kole