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 WealthPartner, Wealth AdvisorJan 19 - PresentWachovia Securities Financial NetworkSales AssistantJan 06- Jan 08
Wendy MillerFinancial ControllerView Profile, wendy millerVictoria NardoneFinancial Administrative AssistantView Profile, victoria nardoneMichelle AndersonFinancial ControllerView Profile, michelle anderson