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 WealthWealth AdvisorFeb 23 - PresentCharles SchwabAssociate Financial Service RepresentativeMay 22- Feb 23The Home DepotCustomer Service RepresentativeMay 20- Apr 22
Allison EastwickCorporate Accounting AssistantView Profile, Allison EastwickPriya STax Associate Private EquityView Profile, Priya SJemma GregoryProject AccountantView Profile, Jemma Gregory