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 WealthManaging Director, Partner & Wealth AdvisorJan 21 - PresentMerrill LynchWealth Managment AdvisorNov 96- Jan 06Prudential FinancialSales ManagerApr 93- Nov 96
Julien HamiliusPresident Co FounderView Profile, Julien HamiliusNathan MartinFounder CEOView Profile, Nathan MartinDavid GranatoAssistant Vice President Managed Account ServicesView Profile, David Granato