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
Lyon FinancialBusiness Development ManagerDec 21 - PresentCarson WealthRelationship ManagerAug 18- Sep 21
Jon BartoshAccount Executive Texas SLEDView Profile, Jon BartoshRachael SmithVirtual Business Development AssistantView Profile, Rachael SmithMichelle LawSales Team LeadView Profile, Michelle Law