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
CorientAssociate Wealth AdvisorOct 24 - PresentCarson WealthWealth PlannerJun 22- Oct 24Carson GroupRotational InternDec 21- Jun 22
Ivaylo EmanuilovFinancial Applications ImplementerView Profile, ivaylo emanuilovPierre LambretFinance DirectorView Profile, pierre lambretRyan JohnsenInvestment Banking Summer AnalystView Profile, ryan johnsen