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
Carson WealthManaging Director, Sr. Wealth AdvisorApr 21 - PresentRetirement Capital StrategiesPartnerSep 98- Dec 09
Stav J DavisHead Of Finance And Business OperationsView Profile, stav j. davisMeytal SuttonVP Of HR And FinanceView Profile, meytal suttonCorey MinervaVice President Investment BankingView Profile, corey minerva