Account Type*** ****Account Owner***** *******Account Opps/Deals******* ********Closed Won • Nov 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
Phillip SquiricChief Financial OfficerView Profile, phillip squiricAlex AltmanVice President Of Finance AccountingView Profile, alex altmanAlex GannonHead Of Operations And FinanceView Profile, alex gannon