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 Service ManagerAug 23- Jun 24Fai Wealth ManagementOffice Manager & Client Service RepresentativeMay 11- Sep 23
Punita TyagiClient Services LeadView Profile, Punita TyagiPrayag Raj CoppisettySenior Product ConsultantView Profile, Prayag Raj CoppisettyHarrison NullPrincipal Technical Support EngineerView Profile, Harrison Null