Account Type*** ********Account Owner***** ******Account Opps/Deals**** ***Closed Won • Nov 24***K $Closed
***** ********Worked in execs roles at *** together from 2021-2024**** *******Worked in the same department at *** together from 2021-2024
Carson WealthAssociate, Partnership Development ProgramAug 24 - PresentCarson GroupFinancial Planning InternJun 23- Aug 23
Keegan BlosserCorporate Partnerships AssistantView Profile, keegan blosserJohn Paul HaliliSales AssociateView Profile, john paul haliliDaniel McmillanBusiness Development Representative IIView Profile, daniel mcmillan