Account Type****** ***Account Owner******* *******Account Opps/Deals***** ***Closed Won • Nov 24****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
Bill SchultzEVP Head Of ProgrammingView Profile, bill schultzSolomon HayunFounder CEOView Profile, solomon hayunAllon MasonFounder CEOView Profile, allon mason