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 WealthSr. Wealth AdvisorApr 21 - PresentBank Of America Merrill LynchVP, Financial Solutions AdvisorMay 19- Apr 21Bb TMortgage Loan OfficerApr 16- Jul 16
Jonathan FisherSr Manager FinanceView Profile, Jonathan FisherMike SchwobeSr Certified AppraiserView Profile, Mike SchwobeKiler MelvinSenior Financial AnalystView Profile, Kiler Melvin