Account Type**** *****Account Owner***** ***Account Opps/Deals*** *******Closed Won • Mar 25**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024***** ********Worked in the same department at *** together from 2021-2024
Simplify Wealth PlanningFounder and Wealth PlannerApr 23 - PresentStockclubsConsultantApr 24 - PresentCohen SteersVice President, Product Management & DevelopmentAug 15- Apr 23
Ken PharrCFO North AmericaView Profile, Ken PharrGil KerbsChief Investment OfficerView Profile, Gil KerbsRoss HendricksonChief Financial OfficerView Profile, Ross Hendrickson