Account Type******** ***Account Owner*** ******Account Opps/Deals****** ***Closed Won • Dec 24****K $Closed
***** *******Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Michael BorotaRetirement Plan SpecialistView Profile, michael borotaMartin KirbyTax ConsultantView Profile, martin kirbyPhilip LienhartFinancial PlannerView Profile, philip lienhart