Karen A Forg, Bartlett Wealth Management | Find your best path for intro

Karen A Forg

Client Relationship Associate

Bartlett Wealth Management

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-->,

***

<--,

***

Last interaction was ** days ago.

***** and ***** are the closest.

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Account Type***** ***

Account Owner******** ******

Account Opps/Deals

*** ********

Closed Won • Nov 24

***K $

Closed

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***** ********

Past Champion

***** ***

Colleague - Career Overlap

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***** ********

Worked in execs roles at *** together from 2021-2024

***** ****

Worked in the same department at *** together from 2021-2024

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