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
Carson GroupSenior Training Implementation SpecialistAug 22 - PresentCarson WealthVP, OperationsFeb 19- Jul 22
Freya CurrieCustomer Service ConsultantView Profile, freya currieRoger LunaTechnical Support EngineerView Profile, roger lunaCaroline HagerClient Services CoordinatorView Profile, caroline hager