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
Nick NautaCertified Financial Planner™View Profile, Nick NautaRyan McphersonBoard Member And TreasurerView Profile, Ryan McphersonSarah DikFinancial AdvisorView Profile, Sarah Dik