Account Type******** *******Account Owner***** *******Account Opps/Deals**** ****Closed Won • Nov 24****K $Closed
***** ****Worked in execs roles at *** together from 2021-2024**** *****Worked in the same department at *** together from 2021-2024
Stevens Capital PartnersPrivate Wealth ManagerAug 23 - PresentCarson WealthWealth PlannerApr 19- Aug 23Grace UniversityBasketball CoachSep 12- Apr 20
Karen RoseSenior Underwriter Group Reinsurance PlusView Profile, karen roseRobert HastingsNV ControllerView Profile, robert hastingsArnaud Cagi NicolauPartner Private Equity Investment FundsView Profile, arnaud cagi-nicolau