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
Austin Wealth ManagementFinancial PlannerJan 25 - PresentWillis Johnson AssociatesAssociate Wealth ManagerJan 24- Oct 24Carson GroupWealth PlannerAug 22- Jan 24
Valerie Novakoff BrittenBankerView Profile, Valerie Novakoff BrittenAlla KhvoinizkiFinancial Consulting And Netsuite Technical SupportView Profile, Alla KhvoinizkiKevin LiaoInvestment Banking AnalystView Profile, Kevin Liao