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 Wealth AdvisorAug 24 - PresentCarson GroupAssociate, Partner Development ProgramJun 23 - Present
Anke SchankSales AssistantView Profile, anke schankEduardo SanchezSales Development RepresentativeView Profile, eduardo sanchezBrandon WhiteReal Estate Sales AgentView Profile, brandon white