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 GroupSVP, Chief Integrations OfficerMay 18 - PresentCarson WealthSenior Vice President of OperationsDec 13- Feb 25OrionDirector of Orion ServiceAug 12- Nov 13
Alix MoggiaCPO Product Mentor And Advisor Conference SpeakerView Profile, Alix MoggiaKim LewandowskiChief Product Officer Co FounderView Profile, Kim LewandowskiAlex WillenFounder GPView Profile, Alex Willen