Account Type****** ******Account Owner****** ********Account Opps/Deals******** ***Closed Won • Feb 25***K $Closed
****** ******Worked in execs roles at *** together from 2021-2024******* ********Worked in the same department at *** together from 2021-2024
Dynasty Financial PartnersAdvisory Billing Platform AssociateMay 24 - PresentCarson WealthOperations AssociateSep 22- Mar 24
Elizabeth LitchmannManager Capital MarketsView Profile, Elizabeth LitchmannJoseph WongCorporate ControllerView Profile, Joseph WongCorey NelsonDirector Of FinanceView Profile, Corey Nelson