Account Type**** ******Account Owner***** ***Account Opps/Deals******** ****Closed Won • Nov 24***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
BrightplanFounder and CEOJan 16 - PresentForbes Finance CouncilOfficial MemberSep 19 - PresentPlancorp Wealth ManagementBoard MemberMay 17 - Present
Carson V ConantManaging PartnerView Profile, carson v. conantRick IvieSVP Head Of Default Management TD BankView Profile, rick ivieAndreas BackmanVDView Profile, andreas backman