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 WealthSr. Wealth AdvisorApr 21 - PresentBank Of America Merrill LynchVP, Financial Solutions AdvisorMay 19- Apr 21Bb TMortgage Loan OfficerApr 16- Jul 16
Aimad Ben ChekrounFounder Fractional CFO MAAT Licensed AccountantView Profile, aimad ben chekrounCurtis GrossInvestment StrategistView Profile, curtis grossStephen NelsonSustainable Finance Solutions SpecialistView Profile, stephen nelson