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
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
John KesslerExecutive Vice President Chief Strategy OfficerView Profile, john kesslerCharlene BennSenior Director Technology StrategyView Profile, charlene bennScott RaneyPartner Venture CapitalistView Profile, scott raney