Account Type******** ********Account Owner******* ******Account Opps/Deals***** ********Closed Won • Jan 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
William RoundSenior Vice PresidentView Profile, William RoundNoam GilutzFounder Managing General PartnerView Profile, Noam GilutzDoug ThibaultFounderView Profile, Doug Thibault