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 WealthPartner, Wealth AdvisorJan 19 - PresentWachovia Securities Financial NetworkSales AssistantJan 06- Jan 08
Eli SorzonChief Financial OfficerView Profile, Eli SorzonCharanya RagothamanDirector Of FinanceView Profile, Charanya RagothamanLee ReuveniCorporate ControllerView Profile, Lee Reuveni