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
Carson WealthSenior Wealth Advisor / Equity Partner at Carson WealthNov 19 - PresentFirst Command Financial Services IncFinancial Coach and AdvisorAug 18- Oct 19M T BankAdministrative Vice President - Retail Regional ManagerJun 02- Jul 18
Colleen Hickey PleisVP US ControllerView Profile, colleen hickey pleisGreg SchillingChief Financial OfficerView Profile, greg schillingCelia DallasPartner And Chief Investment StrategistView Profile, celia dallas