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 GroupVice President, Business ConsultingJan 19 - PresentUltimus Fund SolutionsVice President, Relationship Management (previously The Gemini Companies)Jan 15- Jan 19Securities America IncRelationship Manager, Wealth Management DepartmentJan 08- Jan 15
Andrew RynhardChief Technology OfficerView Profile, andrew rynhardKap KimEVP Transformation Business OutcomesView Profile, kap kimRachael MccarthyStrategic Business Advisor And Board MemberView Profile, rachael mccarthy