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
Dynasty Financial PartnersAdvisory Billing Platform AssociateMay 24 - PresentCarson WealthOperations AssociateSep 22- Mar 24
Gabriella ChoyAccounting Specialist IIView Profile, gabriella choyJay AubreyFiduciary AdministratorView Profile, jay aubreyJakub HartmanGroup Financial ControllerView Profile, jakub hartman