Account Type******* ******Account Owner****** ****Account Opps/Deals******** ***Closed Won • Dec 24***K $Closed
**** ***Worked in execs roles at *** together from 2021-2024******** ********Worked in the same department at *** together from 2021-2024
Carson WealthRelationship ManagerMar 20 - PresentGamma Phi Beta International SororityCollegiate Leadership ConsultantJun 18- Mar 19
David RussellManaging Director National Sales Leader Private Client ServicesView Profile, david russellMarissa MartySMB Account ExecutiveView Profile, marissa martyJason GriggsChief Revenue OfficerView Profile, jason griggs