Account Type***** *****Account Owner**** *****Account Opps/Deals******* *******Closed Won • Aug 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
Jin KimCo Founder Financial EngineerView Profile, jin kimHannah ProvostFinancial Advisor PartnerView Profile, hannah provostJosh HancherBank SupervisionView Profile, josh hancher