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
Empirical Wealth ManagementAssociate Financial AdvisorSep 22 - PresentCarson WealthWealth AdvisorJan 22- Sep 22Wells FargoSenior Client AssociateAug 10- May 15
Jacob BjorklundInvestment Professional Direct InvestmentsView Profile, Jacob BjorklundJames GunnsCommercial Finance BrokerView Profile, James GunnsSue HuxhamAccountantView Profile, Sue Huxham