Account Type****** *******Account Owner****** *****Account Opps/Deals****** ****Closed Won • Dec 24****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
Ivan BabiakControlling ManagerView Profile, ivan babiakKaren OneillPrincipal Financial AnalystView Profile, karen o'neillCarlos RodriguezFinance ManagerView Profile, carlos rodriguez