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
Bri KimballAssociate Financial Representative Director Of Operations Client ServiceView Profile, bri kimballGerald DunnFinance Technology ChangeView Profile, gerald dunnTom WoodFounder Financial PlannerView Profile, tom wood