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
WealthteamworkChief Executive OfficerJan 24 - PresentDent Wealth AdvisorsAdvisor/Chief Compliance OfficerMay 00- Oct 23
Kelly PerdewCo Founder Managing General PartnerView Profile, kelly perdewCedric R McdonaldExecutive Vice PresidentView Profile, cedric r. mcdonaldDavid MeyerManaging Director SD Services Chief Revenue OfficerView Profile, david meyer