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
The Bahnsen GroupAssociate Private Wealth AdvisorMay 24 - PresentCarson WealthWealth AdvisorApr 21- May 24UbsWealth Planning AssociateJul 18- Apr 21
Zoe RayburnSenior Financial Analyst GTMView Profile, zoe rayburnGina HanAssociateView Profile, gina hanHudson RogersFinancial AdvisorView Profile, hudson rogers