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
Alex BridgemanChief AuditorView Profile, Alex BridgemanKeith J FeinbergChief Wealth StrategistView Profile, Keith J FeinbergTim BeardenCEO Senior Wealth AdvisorView Profile, Tim Bearden