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 WealthSenior Wealth AdvisorNov 21 - PresentCharles SchwabAssociate, Financial ConsultantJul 17- Oct 21
Katia Von BorowskiSenior Investment ManagerView Profile, katia von borowskiNathan WiensSenior Revenue AccountantView Profile, nathan wiensJessica KlimekSenior Credit AnalystView Profile, jessica klimek