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
Carlson Wealth Management LlcWealth Advisor / FounderJan 22 - PresentDhi Group IncRegional Vice President, Commercial SalesMar 20- Apr 21AtheneManager, Internal Sales Team - Financial InstitutionsSep 16- Feb 20
Eoin TwohigCFOView Profile, Eoin TwohigCindy MihalovaChief Investment Officer Managing PartnerView Profile, Cindy MihalovaLauren MassonChief Financial OfficerView Profile, Lauren Masson