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 Private Client ManagerMar 24 - PresentCarson GroupTransformations AssociateMay 21- Mar 24CUES School SystemGraduate and Family SupportApr 21- Dec 23
Kenny WyattSenior Engagement Manager Level 2 Risk And Financial Advisory Channel LeaderView Profile, kenny wyattCaitlin EdelenSales DirectorView Profile, caitlin edelenAlex WarnerSales Development RepresentativeView Profile, alex warner