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 WealthFinancial Services ProfessionalJan 22 - PresentAmundi UsSenior Client SpecialistMar 23 - PresentAxos Clearing A Subsidiary Of Axos FinancialCorporate Action SpecialistApr 18- Mar 23
Laura TaylorCorporate ControllerView Profile, Laura TaylorShweta AVP Of FinanceView Profile, Shweta AJames ObergfellSr Manager Finance AdministrationView Profile, James Obergfell