Account Type******** *****Account Owner******** ***Account Opps/Deals****** ***Closed Won • Oct 24**K $Closed
**** *******Worked in execs roles at *** together from 2021-2024******* ***Worked in the same department at *** together from 2021-2024
Carson GroupRetirement Plan AdvisorDec 22- Jul 24Northwestern MutualFinancial AdvisorJan 19- Oct 22Merrill LynchFinancial AdvisorAug 14- Sep 18
Debbie MaimonAdministrative AssistantView Profile, debbie maimonJerrie ThompsonTrainerView Profile, jerrie thompsonKresentia SugiamanCivil EngineerView Profile, kresentia sugiaman