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
Kedrec WealthPresidentNov 22 - PresentKiplingerContributorMar 23 - PresentThe Advisor SuiteCreative DirectorApr 20 - Present
Preston ProctorSVP Head Of Global Transaction ServicesView Profile, Preston ProctorVasudeva AkulaCo Founder Chief Data ScientistView Profile, Vasudeva AkulaJoan GrinwisEigenaarView Profile, Joan Grinwis