Account Type*** *******Account Owner*** ******Account Opps/Deals***** *******Closed Won • Feb 25**K $Closed
******** ********Worked in execs roles at *** together from 2021-2024******** ******Worked in the same department at *** together from 2021-2024
Carson WealthClient Service ManagerAug 22 - PresentMain Street Advisory GroupClient Communication CoordinatorAug 20- Aug 22Lattaharris LlpStaff AccountantJan 13- Apr 16
Gavin RamageClient Service AssociateView Profile, Gavin RamageKadeem PackerCustomer Solutions Analyst IIView Profile, Kadeem PackerDebbie WestRN Practice ManagerView Profile, Debbie West