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.

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Account Type******** ******

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

Account Opps/Deals

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

Closed Won • Jan 25

***K $

Closed

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***** *****

Past Champion

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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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