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
Bridgewater Advisors IncAssociateSep 24 - PresentCarson GroupFinancial Planning InternJun 23- Aug 23Old NavySales AssociateJun 21- Aug 21
Augustin LeblancSenior FP A AnalystView Profile, augustin leblancSofia SantosAssociateView Profile, sofia santosElizabeth Liz ForsytheWealth Management AssociateView Profile, elizabeth (liz) forsythe