Account Type***** ********Account Owner****** ******Account Opps/Deals*** *****Closed Won • Jan 25***K $Closed
****** ****Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Keynote Content With Jon Cook Message Development For Coaches Consultants And AdvisorsFounderOct 13 - PresentAdvisor Story™ Message Development For Financial AdvisorsFounderDec 22 - Present
Katherine TernesPresidentView Profile, Katherine TernesPrateek ShahFounderView Profile, Prateek ShahTracey JanowitzCo OwnerView Profile, Tracey Janowitz