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 • Feb 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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