Account Type****** ****Account Owner***** *******Account Opps/Deals****** *****Closed Won • Jan 25**K $Closed
**** ******Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
The Bahnsen GroupAssociate Private Wealth AdvisorMay 24 - PresentCarson WealthWealth AdvisorApr 21- May 24UbsWealth Planning AssociateJul 18- Apr 21
Adam LautzenheiserCorporate ControllerView Profile, Adam LautzenheiserShawn HannaPortfolio ManagerView Profile, Shawn HannaJulie PrineEndoluminal Program ManagerView Profile, Julie Prine