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 WealthAssociate Wealth AdvisorAug 24 - PresentCarson GroupAssociate, Partner Development ProgramJun 23- Aug 24
Jolene WittenbergInsurance Reporting AnalystView Profile, jolene wittenbergMarina GuerinResponsable Evenementiel InterneView Profile, marina guerinAnthony PomponiFinancial Analyst Strategic Planning FP AView Profile, anthony pomponi