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
Carson WealthManaging Director, Sr. Wealth AdvisorApr 21 - PresentRetirement Capital StrategiesPartnerSep 98- Dec 09
Yoash Josh ZabaryManaging Director Fixed IncomeView Profile, Yoash Josh ZabaryPortia KerstenConsulting Fractional Chief Financial OfficerView Profile, Portia KerstenAsgeir KroyerChief Financial OfficerView Profile, Asgeir Kroyer