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
Carson WealthManaging Director, Sr. Wealth AdvisorApr 21 - PresentRetirement Capital StrategiesPartnerSep 98- Dec 09
Brent LafrenzSenior Director FinanceView Profile, brent lafrenzJoe KalinoskiChief Financial OfficerView Profile, joe kalinoskiDavid StolzarManaging Director Head Of Specialty FinanceView Profile, david stolzar