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
Carson WealthWealth AdvisorJul 22 - PresentColton AlexanderDirector of Marketing Aug 20- Jul 22Hyatt RegencyAccount Manager/Event Sales ManagerJan 14- Jul 18
Scott EllisonCFO Consultant Advisor InvestorView Profile, scott ellisonQuesada MarilynSr Collection Account ManagerView Profile, quesada marilynMegan BlockMortgage Loan Originator NMLS 1742518View Profile, megan block