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KP

President

360

Finance & Insurance > Financial Advisor

1

Total Contacts

0

Referrals

1

Pending Follow-ups

2 months

Since Last Contact

Follow-ups

  • Follow up after meeting - connect on LinkedIn or send thank you

    medium

    Due: Jan 11, 2026

Contact History

  • Met at chapteroutbound

    Great conversation about financial planning

    Jan 9, 2026

Referrals

No referrals yet