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
Carson WealthAssociate Wealth AdvisorJul 18 - PresentTactile MedicalAssociate Product SpecialistMay 14- Jul 14United Capital Financial Advisors LlcRelationship ManagerMay 11- May 14
Sandra DeborbaControllerView Profile, sandra deborbaJoanna LeeUSD Swaps Trader DirectorView Profile, joanna leeNoah McgeeAssociate DirectorView Profile, noah mcgee