Account Type****** ****Account Owner******* *******Account Opps/Deals*** ****Closed Won • Aug 24***K $Closed
**** ***Worked in execs roles at *** together from 2021-2024**** ***Worked in the same department at *** together from 2021-2024
Legacy AdvisorsDirector of Finance & Chief Compliance OfficerFeb 20 - PresentWescott Financial Advisory Group LlcDirector of Finance & Chief Compliance OfficerJun 10- Jan 18
Katie WibergChief Financial OfficerView Profile, katie wibergStephen WooSVP TaxView Profile, stephen wooPatrick KoertjeVice President Of FinanceView Profile, patrick koertje