Account Type***** *******Account Owner***** ********Account Opps/Deals****** ***Closed Won • Oct 24***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
Elisa FerrariPricing AnalystView Profile, elisa ferrariMaxim BuykoAssociateView Profile, maxim buykoJon VencillTax AccountantView Profile, jon vencill