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 WealthSenior Wealth AdvisorNov 21 - PresentCharles SchwabAssociate, Financial ConsultantJul 17- Oct 21
Itai RanPartner International Tax ServicsView Profile, Itai RanAlexis HilsonSenior Tax Content AnalystView Profile, Alexis HilsonJulie SongSenior Associate IMA Investment Manager Assistant EquityView Profile, Julie Song