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
CorientAssociate Wealth AdvisorOct 24 - PresentCarson WealthWealth PlannerJun 22- Oct 24Carson GroupRotational InternDec 21- Jun 22
Karin LyleSenior Manager AccountingView Profile, Karin LyleEron FloareaCapital MarketsView Profile, Eron FloareaKyle McbreartyManagement AccountantView Profile, Kyle Mcbrearty