Account Type******** *******Account Owner******** ********Account Opps/Deals****** *******Closed Won • Jul 24****K $Closed
******* ********Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Wallace Hart Capital ManagementFounder & Chief Planning StrategistFeb 17 - PresentGatton College Of Business And EconomicsCFP® Program Instructor for Retirement PlanningFeb 20 - PresentUbsFinancial Advisor, Bluegrass Wealth Management GroupFeb 12- Feb 17
Sara GallowayVice President Strategy And ConsultingView Profile, sara gallowayPamela KenistonPresidentView Profile, pamela kenistonDavid PopowitzVice President Corporate DevelopmentView Profile, david popowitz