Account Type***** ****Account Owner***** ******Account Opps/Deals******* ****Closed Won • Jan 25***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
Noah BorgesWorking Student Private Equity And DebtView Profile, Noah BorgesJustin LourencoAssociate Business Manager Investor RelationsView Profile, Justin LourencoAngie SalditosCash Application AnalystView Profile, Angie Salditos