Account Type******* ********Account Owner***** ****Account Opps/Deals**** *******Closed Won • Jan 25****K $Closed
*** *******Worked in execs roles at *** together from 2021-2024***** ***Worked in the same department at *** together from 2021-2024
Matt Hinz ChfcSenior Wealth AdvisorView Profile, Matt Hinz ChfcKelly ColganSenior Finance AssociateView Profile, Kelly ColganCarolyn ThompsonPrinciple Value ConsultantView Profile, Carolyn Thompson