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
Salem Investment PartnersPrincipalJun 24 - PresentClarity Capital Advisors Llc Now Hancock AdvisorsPartnerMar 20- Mar 24Carolina Financial Group LlcManaging DirectorMay 04- Feb 20
Julie RomanExecutive AssistantView Profile, Julie RomanCatherine KramerArchitectural DesignerView Profile, Catherine KramerJerimee MosesDefensive CoordinatorView Profile, Jerimee Moses