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
Katharina KoenigChief People Officer And PartnerView Profile, Katharina KoenigJohn Bowen1 Coach For Elite Financial Advisors Collectively Managing Over 200 B As CEOView Profile, John BowenCarla WanzerRetireeView Profile, Carla Wanzer