Account Type******* *******Account Owner*** *******Account Opps/Deals******** ****Closed Won • Feb 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
Chace CulpSenior AccountantView Profile, Chace CulpBrooke SchneiderBDR Team LeadView Profile, Brooke SchneiderJean Darcy AlabaInternal Audit Senior ConsultantView Profile, Jean Darcy Alaba