Account Type******* *****Account Owner****** *******Account Opps/Deals****** ***Closed Won • Oct 24****K $Closed
******** ****Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Russell Launer CfpHead Of Portfolio ManagementView Profile, russell launer cfp®Jim FarnsworthFounder And Chief ExecutiveView Profile, jim farnsworthCraig OlsonManaging Director Co FounderView Profile, craig olson