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
CorientAssociate Wealth AdvisorOct 24 - PresentCarson WealthWealth PlannerJun 22- Oct 24Carson GroupRotational InternDec 21- Jun 22
Jacob WatsonPersonal BankerView Profile, jacob watsonTatum DoneyAccounts Payable SpecialistView Profile, tatum doneyTyler ThompsonInvestment ProfessionalView Profile, tyler thompson