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 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
Dan VillanoVP ControllerView Profile, Dan VillanoRichard BarrettChief Financial OfficerView Profile, Richard BarrettWajdi GhoussoubSVP Finance And OperationsView Profile, Wajdi Ghoussoub