Account Type******** ***Account Owner*** ****Account Opps/Deals****** ******Closed Won • Dec 24**K $Closed
***** ****Worked in execs roles at *** together from 2021-2024***** *****Worked in the same department at *** together from 2021-2024
Kelly Klingaman Financial PlanningFounder & Financial PlannerMay 22 - PresentDimensional Fund AdvisorsWomen's Inclusion Network Lead ChairMay 10- Jan 22
Annika BohmCFOView Profile, annika bohmDeborah BeveridgeEnd Of Contracts ManagerView Profile, deborah beveridgeNadine BaugheyBilling SpecialistView Profile, nadine baughey