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
Morgan StanleyFinancial AdvisorDec 21 - PresentCarson WealthDirector of Strategic GrowthDec 18- Dec 21Canyon Independent School DistrictHistory Teacher/Softball CoachAug 09- Jun 13
Ana EricksonAssociateView Profile, ana ericksonTaylor WellsSenior UnderwriterView Profile, taylor wellsBart JordensAssociateView Profile, bart jordens