Account Type**** ******Account Owner**** ***Account Opps/Deals***** ****Closed Won • Feb 25**K $Closed
*** *******Worked in execs roles at *** together from 2021-2024******* ******Worked in the same department at *** together from 2021-2024
Karl V KimballManaging Director Partner Wealth AdvisorView Profile, Karl V KimballMichael PolkMarket PresidentView Profile, Michael PolkRyan MatonisFounder And CEOView Profile, Ryan Matonis