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 WealthClient Relationship AssociateMay 22- Aug 24JitasaAccounting Representative SupervisorAug 21- Jun 22Capstone Partners Financial And Insurance ServicesFinancial Services RepresentativeJan 19- Jun 22
Sofiane BenhamoudaAssistant CommercialView Profile, Sofiane BenhamoudaZachary EliasSales ManagerView Profile, Zachary EliasRyan DeriSales ManagerView Profile, Ryan Deri