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 WealthDirector, Wealth Strategy- Carson Private ClientFeb 21 - PresentHarrison Financial ServicesCERTIFIED FINANCIAL PLANNER™ ProfessionalMar 20- Feb 21Heritage Financial ServicesFinancial Planning ConsultantJan 15- Jan 17
Keren HenDirector Of FinanceView Profile, Keren HenIgor MStrategy And FinanceView Profile, Igor MRachel EllefsonStaff AccountantView Profile, Rachel Ellefson