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
Morgan StanleyFinancial AdvisorDec 21 - PresentCarson WealthDirector of Strategic GrowthDec 18- Dec 21Canyon Independent School DistrictHistory Teacher/Softball CoachAug 09- Jun 13
Lisa CookCFO COOView Profile, lisa cookTim PearceSenior Pricing Rebates AnalystView Profile, tim pearceDavid PerezInterim CFO Head Of Business DevelopmentView Profile, david perez