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
Andrew PelekisPartnerView Profile, andrew pelekisTom BartlettPartnerView Profile, tom bartlettJeffrey P Couzens CfpManaging DirectorView Profile, jeffrey p. couzens cfp®