Account Type**** *******Account Owner******* *****Account Opps/Deals***** ********Closed Won • Oct 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
Darren JarvisNon Financial Risk Control Banking InternationalView Profile, darren jarvisLan ZhengStaff Accountant LeadView Profile, lan zhengTaylor WilsonInvestment CounsellorView Profile, taylor wilson