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
Carson WealthOperational SpecialistNov 22- Jul 24VanguardClient Services AssociateOct 21- Nov 22Wealth Advisory ServicesClient Service AssociateMar 20- Jul 21
Tamer MahmoudStaff Software EngineerView Profile, Tamer MahmoudSimon JamesSenior Director Product MarketingView Profile, Simon JamesBrandon ObrienDirector Of Business DevelopmentView Profile, Brandon Obrien