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
M CapitalFounderMar 24 - PresentA W Smith Financial GroupRegistered Investment AdvisorMar 20 - PresentCapital OneCoordinatorFeb 19- Feb 20
Steve LepperVP Of FinanceView Profile, Steve LepperRyan YocherAssociateView Profile, Ryan YocherLena LoibergVP Of FinanceView Profile, Lena Loiberg