Account Type******** ******Account Owner******** ***Account Opps/Deals**** ******Closed Won • Nov 24**K $Closed
******* *******Worked in execs roles at *** together from 2021-2024***** *******Worked in the same department at *** together from 2021-2024
Limitless Advisor CoachingCEO, Chief Possibility OfficerJan 18 - PresentUnited Capital Financial Advisors LlcSVP, Client Experience & TrainingSep 11- Jan 14
Thomas PedersenCEO And FounderView Profile, thomas pedersenTodd AllenCEOView Profile, todd allenSteve SewellCo Founder CEOView Profile, steve sewell