Account Type***** *****Account Owner******* ********Account Opps/Deals******** ********Closed Won • Aug 24***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
Martin LemanVice President Strategic Initiatives And Partnerships Market Development Canada RegionView Profile, martin lemanNatalia OrtizNational Sr Program LeadView Profile, natalia ortizCatherine HilppVice President Quality ControlView Profile, catherine hilpp