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 WealthParaplannerDec 23 - PresentTrinity UniversityPortfolio Management Intern Aug 22 - PresentCarson WealthWealth Management InternMay 22- Jul 22
Roger Barr 🔥InvestorView Profile, roger barr 🔥Nazia BegumGroup Financial Reporting AccountantView Profile, nazia begumJohn HutchinsonInvestorView Profile, john hutchinson