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
Carson WealthManaging PartnerJan 15 - PresentCarson CoachingManaging DirectorJun 12- Jan 15Securities America IncFirst Vice PresidentJun 98- Oct 07
Pulani RanasingheChief Executive OfficerView Profile, Pulani RanasingheSagi Ben SimonFounding PartnerView Profile, Sagi Ben SimonFlorian WasselCo Founder CEOView Profile, Florian Wassel