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
Shaping WealthPartner - Learning & DevelopmentApr 24 - PresentCouplr AiFounding Strategic AdvisorJun 22 - PresentFinancial Psychology Institute Europe Non Profit OrganizationMember of the Board and International Expertise CounselJan 20- Apr 24
Peter Winter Ba Hons FcaPartnerView Profile, Peter Winter Ba Hons FcaAustin BraksickPartnerView Profile, Austin BraksickJeff HutsellKansas City Group ChairView Profile, Jeff Hutsell