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
Westhollow Wealth ManagementChief Administrative OfficerNov 24 - PresentCarson WealthClient Service AssociateOct 22- Nov 24Turnkey Planning SolutionsParaplannerDec 18- Mar 20
Scott SandagerChief Administrative OfficerView Profile, Scott SandagerCedric WilliamsChief Safety OfficerView Profile, Cedric WilliamsYvette SantanaDomo MakingView Profile, Yvette Santana