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
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
Viplendra SinghAssociate Vice PresidentView Profile, Viplendra SinghKristy YSVP Of Finance OperationsView Profile, Kristy YSarah SpojaChief Financial OfficerView Profile, Sarah Spoja